Client Service Associate
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Job Location:
Cape Town - South Africa
Monthly Salary:
Not Disclosed
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description
A wellestablished financial services firm is seeking a Client Service Associate to join its closeknit clientfocused team. This fulltime onsite role in Durbanville Cape Town at the heart of the business supporting advisors while ensuring that client administration communication and onboarding are handled with accuracy care and professionalism. The ideal candidate is highly organised detaildriven and takes genuine pride in delivering a seamless client experience within a regulated environment.
Responsibilities
- Managing client administration and correspondence with care and accuracy.
- Onboarding new clients and maintaining up-to-date records in our CRM system.
- Coordinating client meetings and preparing documentation for advisors.
- Ensuring FICA/RMPC Compliance & KYC documentation are in order.
- Processing client service requests and resolving queries with a calm professional approach.
- Working within FAIS/regulatory frameworks.
Requirements
- Matric
- Experience in financial services or a similar client-facing admin role
- Proficient in MS Office; CRM experience
- Fluent in Afrikaans & English
- Strong organisational and administrative skills
- Communicates clearly and professionally
- Detail-oriented and takes pride in accuracy
- Enjoys a collaborative team environment
Required Experience:
IC
About Company
Discover the exceptional recruitment and HR services of Zeal HR (Pty) Ltd, a specialized agency operating across South Africa. Tailor-made HR solutions await!
