Client Services Officer

Our client in the Financial Services Industry requires the services of a Client Services Officer to join their team. The role requires adherence to the highest ethical and safety standards particularly when engaging with others as well as a commitment to acting in utmost good faith towards the company in all duties and dealings with clients suppliers and stakeholders.

Key performance areas:

• 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 functions 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 check quality of work.
• 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.
• Contribute to staff training programmes.
• You will take part and actively contribute to the weekly Team Meetings.
• Please be advised that the Team Leader will be responsible for allocating workloads with the support from the Senior Officer.
• From time to time you may be required to perform other reasonable tasks within the scope of your role to support the business.

The successful candidate must have:

• Matric with a relevant Diploma/Degree would be advantageous
• Must have at least 2-3 years client services experience in the financial services sector
• Must have strong organisational and administrative skills
• Excellent ability to work with confidential and sensitive data
• Experience of working in a role where you would maintain good client relationships and delivering good service
• Excellent computer literacy (MS Office Outlook Word & Excel)
• Excellent attention to detail and ability to meet deadlines
• Excellent written verbal & client communication skills
• Must have good time management and ability to use own initiative
• Ability to work under pressure and multi-task
• Must be able to work independently as well as part of a team
• Must have a drivers licence and own reliable transport
• A willing and flexible attitude to working hours to support team and business needs as required

Please note that only short listed candidates will be contacted.

If you do send an email to the recruiter directly: please state the position you are applying for

PeopleFinder Career Placements

Recruiter:Justene Anthony

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