Senior Officer, Client Operations - Somerset West

The Talent Room; Wes-Kaap; On-site; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Career growth

Inclusive culture

Idea contribution

Social events

Job summary

The Talent Room is seeking a Senior Officer, Client Operations based in Somerset West, South Africa, to support onboarding and ongoing transactions for clients, distribution partners, and service providers. You will ensure service standards, oversee process adherence, and mentor junior staff while collaborating with cross-functional teams.

You will manage case progress, handle escalation queries, and contribute to training initiatives to maintain high client experience and policy compliance.

Qualifications

• Relevant tertiary qualification in Business Admin, Finance or Economics.
• Diploma in Financial Services or Client Services advantageous.
• Proficient in Microsoft Office (Excel, Word, Outlook).
• 3–5 years’ experience in client services or administrative role, preferably in financial services.

Responsibilities

• Deliver service standards as per the established Service Model.
• Ensure adherence to processes and raise issues as needed.
• Work with other functions and stakeholders.
• Post fees for services rendered in a timely manner and per processes.
• Participate in departmental meetings and review work for policy adherence.
• Manage complaints, errors, and omissions per policy.
• Monitor progress of assigned cases and follow up on outstanding items.
• Maintain records on processing systems and assist with case work as required.
• Provide first-line escalation support and train new staff.
• Contribute to team meetings and support team leaders in their absence.

Skills

Client onboarding

KYC/CDD

CRM systems

Microsoft Office

Communication

Education

Business Administration/Finance/Economics degree

Diploma in Financial Services

Tools

Salesforce

MS Excel

Outlook

Job description

Our client in Somerset West is looking to appoint a Senior Officer, Client Operations.

You will report to the Team Leader, Client Operations.

The Senior Officer, Client Operations plays a vital role in supporting the delivery of efficient, high-quality service to clients throughout the onboarding process and across ongoing transactions.

This role focuses on strengthening and embedding processes and procedures to optimise workflow, uphold service standards, and deliver an excellent client experience. The post holder will positively influence the team, contributing to the development of a multi-skilled and cross-trained function.

As a Senior Officer, you will be instrumental in delivering a client-focused operational service to clients, distribution partners, and service providers. You will take responsibility for key operational tasks, support team members with ad hoc service-related requests, and provide oversight through quality control of work and processes to ensure consistency and adherence to established standards.

Description:

• Deliver on Service standards as per established Service Model for the function.
• Ensure adherence processes and address/raise issues that need attention.
• Work proactively with other business functions and stakeholders.
• Ensure fees in relation to the function’s responsibilities are posted for services rendered in a timely manner and in line with processes.
• Undertake and participate in relevant management of departmental meetings.
• Periodically review work being undertaken to check for adherence to policy and procedures and check quality of work and sign off if requested.
• Ensure complaints, errors and omissions are dealt with as per company policy.
• Daily monitoring of progress of assigned cases.
• Dealing with assigned outstanding cases and follow up.
• Ensuring relevant record keeping on systems used for processing or managing work are maintained and up to date across the function.
• To assist and undertake case work as required in the function.
• Act as a signatory for the business and apply a questioning mind to all aspects of this responsibility.
• Contribute to staff training programmes.
• Mentoring New Starters and providing practical support.
• Provide first-line escalation support to Officers and Administrators by resolving queries, handling escalated calls, and assisting with investigations.
• Facilitated refresher training sessions for Officers, Administrators, and cross-functional teams.
• You will take part and actively contribute to the weekly Team Meetings.
• Assisting and stepping in on behalf of your Team leader during their absence for meetings and team support.
• From time to time, you may be required to perform other reasonable tasks within the scope of your role to support the business

Requirements:

• 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).

Competencies:

• Strong organisational and administrative skills.
• Ability to work as part of a team and positively influence and contribute to the team.
• Strong communication skills across phone, in-person, and video platforms, with the ability to engage effectively with clients and colleagues.
• Ability to work with confidential and sensitive data.
• Good time management.
• Ability to work under pressure and manage multiple tasks effectively.
• Proven ability to build and maintain strong client relationships while delivering a high standard of service.
• High level of commitment with a proactive and positive attitude.
• Demonstrates high ethical standards and a strong commitment to safety in all aspects of work.
• Approaches work with energy, enthusiasm, and a service-oriented mindset.
• Be attentive to detail and work methodically and accurately.
• Acts with integrity and professionalism in all dealings, maintaining trust and good faith with the Company, its clients, and suppliers.
• Maintain a professional and courteous manner when interacting with colleagues and clients.
• Demonstrate initiative and the ability to work independently.
• Be able to work independently.
• Adopt a flexible and willing approach to working hours, supporting team and business needs as required.

What we offer:

• A growing organisation where you can develop your career long-term.
• A positive, inclusive culture where teamwork and collaboration are valued – #OneTeam.
• Opportunities to contribute ideas and drive improvements in how we deliver for our clients.
• Regular social and sporting events to keep things fun and connected.

Working Hours:

• Typically between 08:00 – 16:30 (37.5 hours per week)

Permanent, full-time position.