Operations & Client Liaison Officer - Finance

Zohorecruit; Paarl; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Paarl, Western Cape-based role with Zohorecruit, seeking an Operations & Client Liaison Officer - Finance to support FX trading, settlements and client inquiries in a dynamic finance team.

The role requires 1–3 years in finance/banking, strong knowledge of FX markets, and compliance awareness. On-site in Paarl with opportunities to grow in a busy trading environment.

Qualifications

• Grade 12 (Matric) is required.
• Minimum 2 years' relevant experience in the finance/banking industry.
• FX market experience, currency movements and exchange-rate fundamentals.
• Knowledge of basic trading and settlement concepts.
• Knowledge of international and cross-border payment processes.
• Regulatory and compliance knowledge such as FICA and AML principles.
• Experience with Paradigm, Beeswax, Xero, Intellimali, Paymentology or Zendesk is advantageous.

Responsibilities

• Monitor local and international foreign exchange markets.
• Prepare and distribute daily foreign exchange rates and market updates to clients and internal stakeholders.
• Conduct basic market research and analysis on currencies and market movements.
• Monitor factors affecting exchange rates and economic data releases.
• Support the execution of foreign exchange transactions in line with mandates and procedures.
• Capture trades accurately onto the company system and assist with settlements.

Skills

FX markets

Currencies

Trade settlement

Payment processes

Compliance (FICA/AML)

Education

Matric (Grade 12)

Tools

Paradigm

Beeswax

Xero

Intellimali

Paymentology

Zendesk

Job description

Paarl, South Africa | Posted on 10/01/2026

• Original Job Title Operations & Client Liaison Officer
• Date Opened 10/01/2026
• Job Type Full time
• Work Experience 1-3 years
• State/Province Western Cape
• Country South Africa

Job Description

Our client is seeking an experienced Operations & Client Liaison Officer - Finance to join their Paarl, Western Cape Team

• Monitorlocal and international foreign exchange markets
• Prepare and distribute daily foreign exchange rates and market updates toclients and internal stakeholders
• Conduct basic market research and analysis on currencies, economic indicatorsand market movements
• Monitor factors affecting exchange rates, including interest rates, inflation,economic data and geopolitical developments
• Provide factual market information and operational support to clients andinternal stakeholders
• Identify and communicate relevant market developments and potential tradingopportunities to the appropriate manager/trader
• Support the execution of foreign exchange transactions in accordance withapproved mandates, procedures and authorisations
  
• Ensure transactions are accurately captured and recorded
• Monitor executed trades through to settlement
• Receive and process authorised trade instructions
• Support the execution of FX transactions in accordance with company procedures
• Capture trades accurately onto the company system
• Verify trade details, including currency, amount, exchange rate, value dateand counterparty
• Monitor outstanding trades and settlements
• Liaise with banking partners regarding trade confirmations, payments andsettlement requirements
• Investigate and escalate failed, delayed or incorrect settlements
• Maintain complete and accurate trade documentation
• Assist with daily reconciliation of trades
• Ensure settlement-related issues are resolved within agreed service levels
• Process incoming and outgoing international payments
• Liaise with banks and financial institutions regarding payment instructionsand transaction queries
  
• Assist clients with FX, banking, payment, card and transaction-related queries
• Provide accurate information regarding rates, fees, limits and applicable products
• Support FICA and AML compliance processes
  

Requirements

• Grade12
  
• Minimum2 years’ relevant experience in the finance / banking industry
  
• Experiencewith foreign exchange markets, currency movements and exchange ratefundamentals and basic money market concepts
• Knowledgeof basic trading and settlement concepts
• Knowledgeof international and cross border payment processes
• Regulatoryand compliance knowledge such as FICA and AML principles
• Experiencewith systems such as Paradigm, Beeswax, Xero, Intellimali, Paymentology orZendesk will be an advantage