Pretoria Hybrid Financial Solutions Advisor

Placements24; Pretoria; Híbrido; ZAR 320.000 - 520.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Hybrid work model

Professional development

Medical aid

Retirement annuity

Annual leave

Wellness programs

Modern Pretoria office

Descripción de la vacante

Placements24 in Pretoria is seeking a Customer Solutions Advisor to deliver tailored financial technology solutions and ensure outstanding customer satisfaction in a hybrid work setup. The role requires strong communication, problem-solving, and CRM expertise to guide clients through services, manage accounts, and collaborate with internal teams for seamless support.

You will act as a key point of contact, understanding customer needs, resolving inquiries efficiently, and staying current with

Formación

• Experience in customer service or advisory role, preferably in financial services.
• Strong communication and listening skills; able to analyze customer needs.
• Familiarity with CRM systems and service platforms.

Responsabilidades

• Engage with customers to identify needs and provide appropriate solutions.
• Offer expert advice on financial technology products and services.
• Handle inquiries, complaints, and feedback professionally and timely.
• Assist customers with account management, transaction queries, and technical issues.
• Collaborate with internal teams to ensure seamless customer experience and issue resolution.
• Maintain accurate customer records and document interactions.
• Proactively follow up with customers to ensure satisfaction and identify additional needs.
• Stay updated on product knowledge and industry trends to provide informed advice.

Conocimientos

Communication

Problem-solving

Interpersonal skills

Financial product knowledge

CRM usage

Hybrid work adaptability

Herramientas

CRM software

Customer service platforms

Descripción del empleo

Placements24 in Pretoria is seeking a Customer Solutions Advisor to deliver tailored financial technology solutions and ensure outstanding customer satisfaction in a hybrid work setup. The role requires strong communication, problem-solving, and CRM expertise to guide clients through services, manage accounts, and collaborate with internal teams for seamless support.

You will act as a key point of contact, understanding customer needs, resolving inquiries efficiently, and staying current with