Hybrid Financial Services Support Specialist – Stellenbosch

Placements24; Stellenbosch; Hybrid; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive salary

Hybrid work model

Career progression

Paid leave

Office in Stellenbosch

Wellness programs

Job summary

Placements24 in Stellenbosch, Western Cape, is seeking a Customer Support Representative for a leading financial services firm. You will be the main contact for clients, addressing inquiries, resolving issues, and guiding customers through financial products and services in a hybrid work setup.

You will collaborate with teams, maintain CRM records, and adhere to regulatory requirements while seeking opportunities to offer additional services. A Grade 12 is required; tertiary study is a plus.

Qualifications

• Excellent communication and interpersonal skills are essential.
• Strong listening and problem-solving abilities are required.
• Proficiency with CRM systems and Microsoft Office is expected.

Responsibilities

• Respond to customer inquiries via phone, email, and chat in a timely and professional manner.
• Provide information about financial products, services, and account details.
• Assist customers with account management, transactions, and issue resolution.
• Process requests such as opening/closing accounts and updating information.
• Maintain accurate CRM records of interactions and transactions.
• Adhere to company policies and regulatory requirements.
• Identify opportunities to offer additional services or solutions.
• Participate in ongoing training on financial products and service best practices.

Skills

Communication

Interpersonal skills

Active listening

Problem solving

Reliability

Teamwork

Education

Grade 12 or equivalent

Tools

CRM software

Microsoft Office

Job description

Placements24 in Stellenbosch, Western Cape, is seeking a Customer Support Representative for a leading financial services firm. You will be the main contact for clients, addressing inquiries, resolving issues, and guiding customers through financial products and services in a hybrid work setup.

You will collaborate with teams, maintain CRM records, and adhere to regulatory requirements while seeking opportunities to offer additional services. A Grade 12 is required; tertiary study is a plus.