Remote Financial Client Support Specialist

Placements24; Mossel Bay; Hybrid; ZAR 201,000 - 290,000; Full time

Job summary

Placements24 is seeking a Remote Client Support Specialist in South Africa. The role involves handling client inquiries, guiding on financial products, and maintaining CRM records from a remote setup. Strong communication and organized, client-focused problem-solving are essential.

Role offers opportunities for growth within a supportive remote team environment, with emphasis on confidentiality and regulatory compliance while delivering superior client service.

Qualifications

• Previous experience in client support, customer service, or financial services.
• Excellent verbal and written communication in English.
• Strong understanding of financial products and services.
• Proficiency with CRM software and other customer support tools.
• Ability to work independently and manage time remotely.
• Detail-oriented with strong organizational skills.

Responsibilities

• Respond to client inquiries via phone, email, and secure messaging promptly and professionally.
• Provide information and guidance on financial products, accounts, and services.
• Troubleshoot and resolve client issues, escalating as needed.
• Maintain accurate client records in the CRM system.
• Process client requests such as account updates and service changes.
• Ensure compliance with company policies and regulatory requirements.
• Build and maintain strong client relationships.

Skills

CRM software

English communication

Financial products knowledge

Attention to detail

Time management

Independent work

Education

High school diploma

Finance/Business degree (bonus)

Tools

CRM tools

Job description

Placements24 is seeking a Remote Client Support Specialist in South Africa. The role involves handling client inquiries, guiding on financial products, and maintaining CRM records from a remote setup. Strong communication and organized, client-focused problem-solving are essential.

Role offers opportunities for growth within a supportive remote team environment, with emphasis on confidentiality and regulatory compliance while delivering superior client service.