Inbound / Outbound Client Services Agent

RecruitMyMom; Durban; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A well-established financial services company in Durban is seeking a dynamic Inbound & Outbound Client Services Agent for a 6-month contract starting in January 2026. This role involves lead generation and providing exceptional service across multiple channels. The ideal candidate will have at least 2 years of experience in BPO financial services, strong communication skills, and the ability to handle high-net-worth clients. A matric with Mathematics or Maths literacy above 80% is required.

Qualifications

• Minimum 2 years' experience in BPO financial services.
• Proficient in English and two other languages is advantageous.
• Customer service experience (KYC), both Inbound and Outbound.

Responsibilities

• Conduct lead generation specific to campaigns.
• Convert leads into clients through targeted contact.
• Maintain client relationships and communication.

Skills

Lead generation

High-level communication skills

Ability to work under pressure

Multinational team collaboration

Education

Matric with Mathematics or Maths literacy above 80%

Tools

MS Office (Word, Excel, Outlook)

Job description

La Lucia, Durban, South Africa | Posted on 03/12/2025

A well-established financial services company is seeking a dynamic and experienced Inbound & Outbound Client Services Agent to join their team on a 6-month fixed-term contract to start in January 2026 (10 day training required in December 2025). This role is pivotal in driving client engagement, lead generation, and delivering exceptional service across multiple communication channels.

Key Responsibilities:

• Lead generation specific to a campaign.
• Targeted contact to lead conversion, campaign specific.
• High-level of communication skills in dealing with internal and external clients.
• Ability to work under pressure in a constant changing environment.
• Ability to work across a multinational team.

Requirements

• Minimum 2 years' BPO financial services experience, with campaign experience would be advantageous.
• Matric with Mathematics or Maths literacy above 80%.
• Proficient in English and two other languages is advantageous.
• Good working knowledge of MS Office (Word, Excel, Outlook).
• Customer service experience (KYC), both Inbound and Outbound.
• Ability to deal with high-net-worth clients.
• Excellent communication skills maintaining highest level of client experience.
• Ability to take ownership of the client life cycle.