Senior Finance & Client Services Executive

O'Brien Recruitment; Wes-Kaap; On-site; ZAR 180,000 - 240,000; Full time

Job summary

O'Brien Recruitment is seeking a client accounts officer in the Western Cape to manage portfolios, maintain client relationships, and handle queries with accuracy and compliance.

Role requires Matric, finance-related qualification, 1–3 years banking/financial experience, strong Excel, and excellent organizational and communication skills. Work independently in a fast-paced environment with deadlines.

Qualifications

• Matric (Grade 12) required.
• Relevant tertiary qualification in Finance, Accounting, Banking, Business Management or related field preferred.
• 1–3 years' experience in banking, financial services, lending, factoring or similar financial environment.
• Strong Excel and MS Office skills.
• Excellent organisational and administrative skills with attention to detail.
• Strong verbal and written communication skills.
• Proven ability to build and maintain professional client relationships.
• Ability to work independently, manage multiple priorities and perform under pressure.

Responsibilities

• Manage and maintain a portfolio of client accounts.
• Build and maintain strong client relationships by providing exceptional service and support.
• Respond promptly and professionally to client queries and system-related issues.
• Administer client ledgers, ensuring client information, facility limits, and records are accurate and up to date.
• Prepare and submit facility increase requests, credit applications, and other client submissions to the Credit Department.
• Liaise with Credit Controllers to resolve queries relating to debtor books and funding facilities.
• Monitor client performance and ensure accounts remain compliant with company policies and procedures.
• Maintain accurate records and documentation relating to client accounts.
• Work closely with internal teams to ensure efficient service delivery.
• Prioritise workload effectively while meeting deadlines in a fast-paced environment.

Skills

Client relationships

Financial analysis

Accounts administration

Communication

Organizational skills

Independent worker

Education

Finance/Accounting/Banking qualification

Tools

Excel

MS Office

Job description

Key Responsibilities

• Manage and maintain a portfolio of client accounts.
• Build and maintain strong client relationships by providing exceptional service and support.
• Respond promptly and professionally to client queries and system-related issues.
• Administer client ledgers, ensuring client information, facility limits, and records are accurate and up to date.
• Prepare and submit facility increase requests, credit applications, and other client submissions to the Credit Department.
• Liaise with Credit Controllers to resolve queries relating to debtor books and funding facilities.
• Monitor client performance and ensure accounts remain compliant with company policies and procedures.
• Maintain accurate records and documentation relating to client accounts.
• Work closely with internal teams to ensure efficient service delivery.
• Prioritise workload effectively while meeting deadlines in a fast-paced environment.

Minimum Requirements

• Grade 12 (Matric).
• A relevant tertiary qualification in Finance, Accounting, Banking, Business Management or a related field will be advantageous.
• 1–3 years' experience in a banking, financial services, lending, factoring or similar financial environment.
• Strong financial acumen with the ability to interpret financial information.
• Advanced proficiency in Microsoft Excel and the Microsoft Office Suite.
• Excellent organisational and administrative skills with exceptional attention to detail.
• Strong verbal and written communication skills.
• Proven ability to build and maintain professional client relationships.
• Ability to work independently, manage multiple priorities and perform under pressure.