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Client Services Officer

Client Services Officer

The Talent RoomCape Town, South Africa
8 days ago
Job description

Key responsibilities include :

  • Managing and supporting client onboarding processes, ensuring all documentation, compliance requirements, and system updates are completed accurately and within set timeframes.
  • Handling repeat client transactions and requests with precision, while maintaining a high level of service quality.
  • Supporting workflow optimisation by monitoring processes, identifying areas for improvement, and contributing to the development of best practices.
  • Conducting quality control checks to ensure accuracy, compliance, and adherence to company standards.
  • Providing ad hoc operational and administrative support to colleagues within the team, ensuring smooth delivery of services across functions.
  • Building and maintaining strong relationships with clients, distribution partners, and service providers through effective communication and a client-first approach.
  • Contributing to a multi-skilled and cross-trained team environment by sharing knowledge, supporting peers, and being adaptable to shifting priorities.

Experience & Qualifications

  • Experience within the Finance Industry is highly desired, particularly in client services, operations, or related functions.
  • Candidates with a keen interest in client services or strong transferable skills will also be considered.
  • A relevant professional qualification is advantageous, or a strong willingness to study towards one is required.
  • Strong interpersonal, organisational, and problem-solving skills, with the ability to manage multiple priorities and maintain attention to detail under pressure.
  • Proficiency in Microsoft Office Suite and an aptitude for learning new systems and processes.
  • Only candidates that meet the minimum requirements xxx

    Please follow our website xxx and social media xxx

    Facebook : The Talent Room

    Instagram : tr.talent.room

    LinkedIn : The Talent Room Recruitment Solutions

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    Client Service Officer • Cape Town, South Africa

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