Hybrid Financial Client Support Specialist

Placements24; Klerksdorp; Hybrid; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Hybrid work model

Contractor role with potential extend

Job summary

Placements24's client seeks a Client Support Administrator in Klerksdorp for a hybrid role. You will manage client communications, process service requests, and maintain client accounts with accuracy and discretion.

Responsibilities include onboarding clients, coordinating with internal teams, updating CRM records, and generating reports. This contractor role offers exposure to financial services and opportunities for extension based on performance.

Qualifications

• Previous experience in administrative or client support roles.
• Experience in financial services is preferred.
• Proficiency with CRM and MS Office.
• Accurate data entry and record keeping.

Responsibilities

• Serve as primary contact for client inquiries via phone and email.
• Process and manage client requests, updates and transactions.
• Prepare and distribute client documentation and reports.
• Onboard new clients and collect required information.
• Coordinate with internal teams to resolve issues.
• Maintain client records in CRM and other systems.
• Monitor accounts for discrepancies and take action.
• Ensure adherence to company policies and regulatory requirements.

Skills

Strong written and verbal comms

Exceptional organizational skills

Attention to detail

Proactive problem-solving

Hybrid work adaptability

Tools

Microsoft Office Suite

CRM software

Job description

Placements24's client seeks a Client Support Administrator in Klerksdorp for a hybrid role. You will manage client communications, process service requests, and maintain client accounts with accuracy and discretion.

Responsibilities include onboarding clients, coordinating with internal teams, updating CRM records, and generating reports. This contractor role offers exposure to financial services and opportunities for extension based on performance.