Client Service Specialist - Investments(CH1179)

CapitalHDurbanville, South Africa

13 days ago

Job description

Our client, a leading investment firm, is seeking a Client Service Representative in Tyger valley (Cape Town) to champion an exceptional end-to-end client experience. You’ll deliver best-in-class service across channels, resolve queries swiftly, and support compliant onboarding and maintenance with rigorous AML / KYC standards in a collaborative, high-integrity environment.

Minimum Requirements

Education : Relevant business degree.
Experience : 5+ years in client service within investments / asset management / financial services.
Compliance : Strong working knowledge of AML regulations and KYC across client types (individuals, trusts, charities / NPOs, corporates).
Communication : Excellent verbal and written communication; confident across phone, email and online channels.

Key Responsibilities

Ensure a consistently professional, positive client service experience.

Provide omni-channel support (phone, email, online) and product assistance.

Escalate urgent matters promptly and drive to resolution.

Proactively follow up to obtain outstanding client information.

Assist with form completion and documentation where applicable.

Perform client due-diligence checks; determine appropriate review levels per AML obligations.

Validate and maintain accurate KYC documentation.

Competencies & Personal Characteristics

Adaptable, energetic, and effective in dynamic environments.

Calm under pressure; meets regulatory and internal deadlines.

Empathetic, approachable, and client-centric with professional presence.

Diligent, accountable, detail-oriented; takes ownership.

Strong team player who can prioritise and manage competing tasks.

Working Model & Remuneration

Working model : Onsite in Tyger valley (details to be confirmed with shortlisted candidates).

Remuneration : Market-related, aligned to skills and experience with performance-based component.

General

We are committed to fair and inclusive hiring. All suitably qualified applicants are welcome to apply.

Preference may be given in line with our client’s Employment Equity plan and applicable legislation.

Applicants must have the legal right to work in South Africa at the time of application.

Only shortlisted candidates will be contacted. If you do not hear from us within 30 days, please consider your application unsuccessful.

Please include your current remuneration (CTC), salary expectation, and notice period (optional but helpful for screening).

By applying, you consent to the processing of your personal information for recruitment purposes in accordance with POPIA.

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Client Specialist • Durbanville, South Africa

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