Senior Client Service Executive

Catch; Gauteng; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Catch in Gauteng, SA, is seeking an experienced client services professional to join our enterprise-facing team. You will manage high-touch client relationships, coordinate reclaim documentation, and collaborate with internal partners to drive operational efficiency.

The ideal candidate has at least 2 years in client service or account management within financial services and holds CA(SA), CFA, or a BCom Finance Honours, with exceptional organizational and communication skills to thrive in a

Qualifications

• CA(SA), CFA or BCom Finance Honours required.
• Minimum 2 years of client service or account management experience.
• Experience in financial services is a plus.

Responsibilities

• Serve as primary contact for assigned clients, ensuring professional service.
• Manage end-to-end reclaim documentation with clients, custodians, tax authorities and internal teams.
• Build and maintain long-term client relationships for loyalty and retention.
• Collaborate with internal departments to resolve issues and drive reclaims to submission.
• Prepare and present reports on client reclaims and opportunities.
• Monitor client satisfaction and address issues proactively.

Skills

Client relationship management

Organizational skills

Communication

Multi-tasking

Attention to detail

Microsoft Office

Education

CA(SA)/CFA/BCom Finance Honours

Tools

Microsoft Office (Excel/Outlook/Word)

Job description

This role would be ideal for someone who:

• Has experience working with corporate or enterprise-level clients
• Thrives in a fast paced environment where multi-tasking is required
• Has excellent organization skills and is able to keep track of evolving requirements and outstanding items across variouschannels
• Thrives in a client-facing environment where relationship-building, strategic thinking, and operational excellence are key.
• Understands the dynamics of global markets and can navigate cross-cultural communication effectively.
• Is comfortable managing multiple stakeholders and delivering high-touch service in a fast-paced, performance-drivensetting.
• Has a background in account management or client relationship management and is looking to grow within a globallyoriented organization.

KEY RESPONSIBILITIES

• Serve as the primary point of contact for assigned clients, ensuring their needs are met with professionalism andefficiency.
• Manage the end-to-end reclaim documentation processby liaising with clients, custodian banks, tax authorities andinternal teams to request, collect, reconcile, and validatedocumentation in line with jurisdictional requirements.
• Build and maintain strong, long-term relationships withclients to foster loyalty and retention.
• Collaborate with internal departments to resolve issuesin the reclaim process and proactively drive clientreclaims through to submission.
• Prepare and present regular reports on client’sreclaims and other potential opportunities.
• Monitor client satisfaction and proactively address anyissues or concerns

EDUCATION:

• CA(SA)/CFA/ BCom Finance Honours

EXPERIENCE:

• A minimum of 2 years of experience in client service, account management, or similar role.
• Experience in financial services is a plus.

COMPETENCIES:

• Exceptional organizational skills to manage multiple clients and tasks efficiently.
• Strong verbal and written communication for effective client and stakeholder engagement.
• Ability to multi-task and prioritize in a fast-paced environment.
• High attention to detail to ensure accuracy in documentation and processes.
• Proficiency in Microsoft Office, especially Excel, Outlook, and Word. (Advanced Excel skills area advantageous)
• Effective time management to meet deadlines and maintain service quality.
• A proactive, problem-solving mindset to resolve issues and drive outcomes.
• Passion and enthusiasm for delivering excellent client service.
• Collaborative approach to working with internal teams and external partners.
• Process-oriented thinking to support continuous improvement and operational efficiency.