Senior Client Operations Specialist - Onboarding & Quality

Helderberg Personnel Cc; Wes-Kaap; On-site; ZAR 420,000 - 540,000; Full time

Job summary

Helderberg Personnel in Somerset West, Western Cape, seeks a Senior Officer, Client Operations to drive efficient onboarding and ongoing client service. You will strengthen processes, optimise workflows and uphold high standards while guiding the team.

The role requires a tertiary qualification, 3–5 years in client services or admin, and experience with onboarding, KYC/CDD, and CRM systems such as Salesforce; strong MS Office skills are essential.

Qualifications

• Relevant tertiary qualification in a related field.
• Diploma or certification in Financial Services, Compliance, or Client Services (advantageous)
• Strong proficiency in MS Office (Excel, Word, Outlook)
• 3-5 years’ experience in a client services or administrative role, preferably in financial services.
• Proven experience supporting client onboarding, including KYC/CDD processes and documentation.
• Proven experience handling client queries and maintaining high service standards.
• Strong proficiency with internal systems (CRM or case management such as Salesforce).

Responsibilities

• Deliver efficient, high-quality client service throughout onboarding and transactions.
• help strengthen and embed operational processes and optimise workflows.
• Maintain high service standards while providing guidance to the wider team.
• Take ownership of key operational activities and quality control to ensure accuracy and consistency.

Skills

Client onboarding

KYC/CDD

CRM systems (Salesforce)

MS Office

Documentation

Education

Tertiary qualification in Business Admin/Finance/Economics

Diploma/cert in Financial Services/Client Services

Tools

Salesforce

MS Excel

MS Word

Outlook

Job description

Helderberg Personnel in Somerset West, Western Cape, seeks a Senior Officer, Client Operations to drive efficient onboarding and ongoing client service. You will strengthen processes, optimise workflows and uphold high standards while guiding the team.

The role requires a tertiary qualification, 3–5 years in client services or admin, and experience with onboarding, KYC/CDD, and CRM systems such as Salesforce; strong MS Office skills are essential.