Senior Client Service Executive
Catch · Johannesburg, Gauteng
Posted 3 November 2026
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This role would be ideal for someone who
- Has experience working with corporate or enterprise-level clients
- Thrives in a fast paced environment where multi-tasking is required
- Has excellent organization skills and is able to keep track of evolving requirements and outstanding items across various channels
- Thrives in a client-facing environment where relationship-building, strategic thinking, and operational excellence are key.
- Understands the dynamics of global markets and can navigate cross-cultural communication effectively.
- Is comfortable managing multiple stakeholders and delivering high-touch service in a fast-paced, performance-driven setting.
- Has a background in account management or client relationship management and is looking to grow within a globally oriented organization.
KEY RESPONSIBILITIES
- Serve as the primary point of contact for assigned clients, ensuring their needs are met with professionalism and efficiency.
- Manage the end-to-end reclaim documentation process by liaising with clients, custodian banks, tax authorities and internal teams to request, collect, reconcile, and validate documentation in line with jurisdictional requirements.
- Build and maintain strong, long-term relationships with clients to foster loyalty and retention.
- Collaborate with internal departments to resolve issues in the reclaim process and proactively drive client reclaims through to submission.
- Prepare and present regular reports on client's reclaims and other potential opportunities.
- Monitor client satisfaction and proactively address any issues or concerns
EDUCATION
- CA(SA)/CFA/ BCom Finance Honours
EXPERIENCE
- A minimum of 2 years of experience in client service, account management, or similar role.
- Experience in financial services is a plus.
COMPETENCIES
- Exceptional organizational skills to manage multiple clients and tasks efficiently.
- Strong verbal and written communication for effective client and stakeholder engagement.
- Ability to multi-task and prioritize in a fast-paced environment.
- High attention to detail to ensure accuracy in documentation and processes.
- Proficiency in Microsoft Office, especially Excel, Outlook, and Word. (Advanced Excel skills area advantageous)
- Effective time management to meet deadlines and maintain service quality.
- A proactive, problem-solving mindset to resolve issues and drive outcomes.
- Passion and enthusiasm for delivering excellent client service.
- Collaborative approach to working with internal teams and external partners.
- Process-oriented thinking to support continuous improvement and operational efficiency.