Senior Client Support Officer | Financial Services | Somerset West
Helderberg Personnel · Somerset West, Western Cape
Overview
A well established international financial services company in Somerset West is looking for a Senior Client Support Officer to manage complex client cases and keep day to day servicing running smoothly. If you have 3 to 5 years of client services experience in financial services and want to grow your career in a regulated, professional environment, this permanent full time role could be a great fit.
About the role
This is a senior client support role within a well established international financial services concern based in Somerset West. You will be the go to person for complex client cases, making sure queries from financial advisers, members and third parties are handled accurately and efficiently.
Day to day you will oversee client servicing activities, maintain high service standards and ensure everything aligns with policies, procedures and regulatory requirements. You will need strong technical knowledge of pensions and investment products to resolve escalated queries and keep the client experience excellent.
Application note: Use reference SW006491-AM-2 when applying for this position.
Requirements
- 3 to 5 years experience in a client services role, preferably within financial services
- Proven experience handling client queries and maintaining high service standards
- Relevant tertiary qualification such as Business Administration, Finance, Economics or a related field
- Diploma or certification in Financial Services, Compliance or Client Services is advantageous
- Understanding of pensions and investment products
- Experience working in a regulated environment with knowledge of compliance and risk requirements
Responsibilities
- Manage complex client cases from start to finish
- Oversee day to day client servicing activities to ensure accuracy and efficiency
- Handle escalated queries from financial advisers, members and third parties
- Deliver a high standard of client service and an excellent client experience
- Ensure compliance with policies, procedures and regulatory requirements
- Maintain strong technical knowledge of pensions and investment products to resolve issues effectively
Job details
- Organisation
- Helderberg Personnel
- Location
- Somerset West, Western Cape
- Job type
- Full time
- Experience level
- Senior (3+ years)
- Education
- Bachelor
- Category
- Customer Service
- Application Method
- Apply manually
Success Guide
This role is a good step up if you already have a few years of client services experience in financial services and want to take on more responsibility. When you apply, make your CV clearly show your experience with pensions or investment products, handling escalated queries and working in a regulated environment. Also mention your qualification and any compliance or financial services certificates you have, as these will help your application stand out. The employer is an international concern, so highlight any experience you have with diverse clients or cross border processes. Before an interview, brush up on the basics of pensions and investment products and be ready to give examples of how you have solved complex client problems. Good luck with your application.
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