Customer Support Agent - Financial Services

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN000551/JC

Date posted:

Wednesday, December 3, 2025

Location:

Umhlanga, South Africa

Salary:

10000 Monthly

SUMMARY:
La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Customer Support Agent (Call Centre) to join their team on a 6-month contract. If you have a passion for client relations and a good understanding of the financial services industry, this could be an exciting opportunity for you.

This is an immediate role with Start Date 10/12/2025

POSITION INFO:
As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously and accurately.

Responsibilities:

Calling on members exiting, entering, retiring and nearing retirement from retirement funds.
Providing the initial contact for benefits advice counselling.
Contacting members who responded to the system-generated SMS interface within 24 hours of the member responding.
Referring leads to the Company sales representatives that are generated when engaging with members during the benefit counselling process.
Communicating with fund consultants and/or employers (companies that member’s work for) in order to obtain outstanding contact information of members.
Customer service and support during the counselling process.
Comply with the Company processes and procedures relating to the counselling process which includes complying with the Workflow system requirements

Requirements:

Matric with Mathematics (Above 60%)
2 Years experience in financial services and campaign experience
Proficient in English with excellent telephone etiquette
Good working knowledge of MS Office (Word, Excel, Outlook)
Customer service experience (KYC) – Inbound and Outbound
Ability to deal with all types of clients and have a good understanding of escalation channels

Working Hours: 08:00 am - 17:00 pm
Term - 6 Months
Remuneration: R10 000.00 - R14 000.00 monthly

**Only Shortlisted candidates will be contacted**

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