Client Services Officer (Client Support)
Job Placements · Somerset West, Western Cape
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Start free — we apply for you →Experience
- Relevant tertiary qualifications (e.g. Business Administration, Finance, Economics, or related field).
- Diploma or certification in Financial Services, Compliance, or Client Services (advantageous).
- Strong proficiency in Microsoft Office (particularly Excel, Word, and Outlook).
- 13 years experience in a client services or administrative role, preferably within the financial services industry.
- Experience supporting client onboarding, including KYC/CDD processes and documentation.
- Exposure to handling client queries and maintaining high service standards.
- Experience working with internal systems (e.g. CRM or case management systems such as Salesforce).
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