Senior Client Support Analyst - Financial Services

Placements24; Durban; Presencial; ZAR 360.000 - 600.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical aid

Retirement annuity fund

Professional certifications and培训

Descripción de la vacante

Placements24 in Durban is seeking a detail-oriented Client Support Analyst to join our established team. The role focuses on maintaining client satisfaction by resolving inquiries related to financial products and services, requiring strong analytical thinking and excellent communication.

On-site in Durban, with opportunities for progression and professional development. The ideal candidate has at least 4 years in client support within financial services, understands financial products and

Formación

• Minimum 4 years in client support or related role in financial services.
• Strong understanding of financial products, markets and regulations.
• Excellent communication and problem-solving skills.
• Based in Durban or willing to relocate for on-site work.

Responsabilidades

• Serve as the primary point of contact for high-value clients, addressing inquiries and resolving issues promptly.
• Analyze client needs and provide tailored solutions and guidance on financial products.
• Investigate and resolve complex client complaints and technical issues with financial platforms.
• Liaise with internal departments (compliance, operations, sales) to ensure client issues are addressed comprehensively.
• Prepare regular reports on client support activities, trends, and resolutions.
• Maintain meticulous records of all client interactions and transactions within the CRM system.
• Proactively identify potential client issues and develop preventative strategies.
• Contribute to the development and improvement of client support processes and documentation.

Conocimientos

Client support

Account management

Analytical skills

Communication skills

CRM proficiency

Educación

Finance or Business degree

Herramientas

CRM platforms

Financial software

Descripción del empleo

Placements24 in Durban is seeking a detail-oriented Client Support Analyst to join our established team. The role focuses on maintaining client satisfaction by resolving inquiries related to financial products and services, requiring strong analytical thinking and excellent communication.

On-site in Durban, with opportunities for progression and professional development. The ideal candidate has at least 4 years in client support within financial services, understands financial products and