Senior Officer, Client Operations

University of Fort Hare; Somerset West; On-site; ZAR 360,000 - 540,000; Full time

Job summary

University of Fort Hare in Somerset West is seeking a Senior Officer to deliver efficient, high-quality client service across onboarding and ongoing transactions. You will help strengthen and embed operational processes, optimise workflows, and maintain high service standards while guiding and supporting the wider team.

This role also offers the opportunity to take ownership of key operational activities and quality control, ensuring accuracy, consistency, and adherence to established processes

Qualifications

• Relevant tertiary qualification in business administration, finance, economics or related field.
• Diploma or certification in financial services, compliance or client services is advantageous.
• Strong proficiency in Microsoft Office (Excel, Word, Outlook).
• 3–5 years’ experience in a client services or administrative role, preferably in financial services.
• Experience supporting client onboarding, including KYC/CDD processes and documentation.
• Proven experience handling client queries and maintaining high service standards.

Responsibilities

• Deliver efficient, high‑quality client service throughout onboarding and ongoing transactions.
• Help strengthen and embed operational processes, optimise workflows and maintain high service standards.
• Take ownership of key operational activities and quality control, ensuring accuracy and consistency.
• Provide guidance and support to the wider team, promoting best practices.

Skills

Attention to detail

Customer service

Process improvement

Communication skills

Problem solving

Education

Tertiary qualification in Business Administration/Finance/Economics

Diploma or certification in Financial Services/Compliance/Client Services

Tools

Salesforce

Microsoft Office

Job description

Senior Officer

Our client in Somerset West is seeking for a Senior Officer to play a key role in delivering efficient, high-quality client service throughout the onboarding process and ongoing transactions. The successful candidate will help strengthen and embed operational processes, optimise workflows, and maintain high service standards while providing guidance and support to the wider team.

This role also offers the opportunity to take ownership of key operational activities and quality control, ensuring accuracy, consistency, and adherence to established processes and standards.

Experience

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