Remote Fintech Client Support & Onboarding Specialist

Placements24

Pretoria

Hybrid

ZAR 223,000 - 357,000

Full time

3 days ago
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Benefits offered by this job

Flexible remote working arrangement
Competitive salary with bonuses
Health insurance
Professional development opportunities

Job summary

Placements24 is seeking a diligent Client Support Specialist to join their remote team, serving clients in Pretoria and surrounding areas. You will handle inquiries via email, chat and phone, resolve issues, and guide users through the platform's features to ensure smooth journeys.

The ideal candidate has strong communication skills, experience in customer support, and a proactive mindset. You will collaborate with product and sales teams, contribute to knowledge base, and help drive client

Qualifications

  • Previous experience in a customer support or client-facing role.
  • Excellent written and verbal communication skills.
  • Strong problem-solving and analytical abilities.
  • Proficiency with CRM software and helpdesk tools.
  • Ability to manage multiple tasks and prioritize effectively in a remote setting.
  • A proactive and self-motivated approach to work.
  • Familiarity with fintech or similar digital platforms is a plus.
  • High school diploma or equivalent; further education or certifications are advantageous.
  • Comfortable working independently and collaborating virtually with a team.
  • Must reside within reasonable proximity to Pretoria to facilitate occasional in-person meetings if required.

Responsibilities

  • Provide timely and accurate support to clients via email, chat, and phone.
  • Troubleshoot and resolve client issues related to the platform's features, accounts, and transactions.
  • Educate clients on how to effectively use the platform and its various functionalities.
  • Maintain detailed records of client interactions and resolutions in the CRM system.
  • Identify trends in customer inquiries and provide feedback to the product team for improvements.
  • Assist with client onboarding processes, ensuring a smooth transition.
  • Proactively reach out to clients to offer assistance and gather feedback.
  • Collaborate with internal teams to ensure client issues are resolved efficiently.
  • Contribute to the development of support documentation and FAQs.
  • Ensure a high level of client satisfaction and retention.

Skills

Customer support
Communication skills
Problem-solving
CRM software
Time management
Proactive attitude
Remote work

Education

High school diploma

Tools

CRM systems
Helpdesk tools

Job description

Placements24 is seeking a diligent Client Support Specialist to join their remote team, serving clients in Pretoria and surrounding areas. You will handle inquiries via email, chat and phone, resolve issues, and guide users through the platform's features to ensure smooth journeys.

The ideal candidate has strong communication skills, experience in customer support, and a proactive mindset. You will collaborate with product and sales teams, contribute to knowledge base, and help drive client

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