Senior Client Service Executive for Finance Graduates in Johannesburg
RPE NextGen · Johannesburg, Gauteng
Overview
A financial services firm in Johannesburg is looking for a Senior Client Service Executive to manage corporate and institutional clients. If you have a CA(SA), CFA, or BCom Honours in Finance and at least 2 years of client service experience, this role offers a chance to work with complex accounts in a fast paced, internationally focused environment. You will be the main point of contact for clients, so strong organisation and communication skills are key.
About the role
As a Senior Client Service Executive, you will take ownership of a portfolio of corporate and institutional clients. Your day to day will involve building strong relationships with these clients, making sure their documentation is collected, reviewed, and processed accurately, and coordinating with various stakeholders to keep everything on track.
You will also prepare reports on client accounts, monitor outstanding requirements, and look for ways to improve service processes. This is a role for someone who enjoys juggling multiple priorities, has a sharp eye for detail, and can keep clients happy while working in a busy, international environment.
Requirements
- CA(SA), CFA, or BCom Honours in Finance
- Minimum 65% for Higher Grade Maths in matric
- At least 2 years experience in client services, account management, or a similar client facing role
- Experience managing corporate, enterprise level, or institutional clients
- Financial services or investment management experience advantageous
- Strong verbal and written communication skills
- Excellent organisational and administrative abilities
- High attention to detail and accuracy
- Proficiency in Microsoft Office, especially Excel, Word, and Outlook
- Advanced Excel skills advantageous
- Effective time management and prioritisation skills
- Strong problem solving and follow up skills
- Ability to multitask and work under pressure
Responsibilities
- Act as the primary point of contact for assigned corporate and institutional clients
- Build and maintain long term client relationships to support satisfaction, loyalty, and retention
- Manage client enquiries and ensure timely, professional communication
- Oversee the end to end collection, review, reconciliation, and validation of client documentation
- Liaise with clients, external service providers, financial institutions, and internal departments to obtain outstanding information
- Coordinate with internal teams and external stakeholders to resolve client queries and operational challenges
- Prepare and maintain reports on client accounts, documentation status, and service progress
- Monitor account activity and identify potential service improvements or additional client opportunities
- Identify opportunities to improve client service processes and administrative workflows
- Ensure adherence to internal procedures and applicable compliance requirements
Job details
- Organisation
- RPE NextGen
- Location
- Johannesburg, Gauteng
- Job type
- Full time
- Experience level
- Senior (2+ years)
- Education
- Honours
- Category
- Accounting & Finance
- Application Method
- Apply online
Success Guide
When applying for this Senior Client Service Executive role, highlight your experience working with corporate or institutional clients. The job ad specifically asks for a minimum of 65% in Higher Grade Maths, so make sure your matric certificate clearly shows this. Also, emphasise your ability to manage documentation and coordinate with multiple stakeholders, as these are core to the role.
In an interview, be ready to give examples of how you have handled client queries and kept accurate records. Show that you are organised, proactive, and comfortable working under pressure. Good luck!
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