Remote Client Services Specialist - Finance

Placements24; Mossel Bay; Hybrid; ZAR 350,000 - 520,000; Full time

Job summary

Placements24 is seeking a professional Client Services Administrator to join a remote team supporting Mossel Bay, Western Cape. You will handle client inquiries, process service requests, maintain records, and liaise with financial advisors to ensure a superior client experience.

The ideal candidate has 3–5 years in client services or administration, excellent communication skills, proficiency with CRM systems and Microsoft Office, and a keen eye for detail.

Qualifications

• 3–5 years in client services, customer support, or administrative role, preferably in financial services.
• Excellent communication, interpersonal and active listening skills.
• Proficiency in Microsoft Office and CRM software.
• Strong organizational skills with attention to detail and confidentiality.

Responsibilities

• Respond promptly and professionally to client inquiries via phone, email, and other channels.
• Process client requests such as account updates and service changes.
• Maintain accurate and up-to-date client records in the CRM system.
• Assist clients with navigating company services and products.
• Liaise effectively with financial advisors and internal departments to resolve issues.
• Prepare and send client correspondence, statements, and reports.
• Onboard new clients ensuring documentation is complete.
• Handle client complaints with empathy, escalating when necessary.
• Support the client services team with admin tasks and projects.
• Ensure adherence to regulatory requirements and company policies.

Skills

Communication skills

CRM software

MS Office

Organizational skills

Client-centric

Remote work

Attention to detail

Education

Business Admin/Finance qualification

Tools

CRM software

Microsoft Office

Job description

Placements24 is seeking a professional Client Services Administrator to join a remote team supporting Mossel Bay, Western Cape. You will handle client inquiries, process service requests, maintain records, and liaise with financial advisors to ensure a superior client experience.

The ideal candidate has 3–5 years in client services or administration, excellent communication skills, proficiency with CRM systems and Microsoft Office, and a keen eye for detail.