Client Services Officer

Recruiter:

The Talent Room

Job Ref:

1260443552

Date posted:

Wednesday, September 3, 2025

Location:

Cape Town, South Africa

SUMMARY:
-

POSITION INFO:

About the Role

The Client Services Officer is responsible for ensuring an exceptional client experience across both onboarding and repeat transaction processes. This position requires a strong focus on service delivery, operational efficiency, and attention to detail, as well as the ability to work effectively within a collaborative team environment.

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.

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