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Sales Support Officer

Job in Cape Town, 7561, South Africa
Listing for: CFI Financial Group
Full Time position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration, Banking & Finance
Job Description & How to Apply Below

CFI Financial Group is an award-winning trading provider, possessing more than 25 years of experience with multiple offices around the world including London, Larnaca, Beirut, Amman, Dubai, Kuwait, Azerbaijan, South Africa, Port Louis, and others.

Check out more about CFI here.

CFI is hiring! Make your mark in the online trading industry.

Are you looking to pursue a career in finance? Do you want to work with a dynamic and growing team in the exciting world of online trading and investing? If you answered yes, then we have some amazing opportunities for you!

Overview

The Sales Support Officer supports the Sales team by coordinating client onboarding, managing documentation, and ensuring smooth internal workflows to improve efficiency and client satisfaction.

Main Responsibilities
  • Assist in onboarding new clients by reviewing and organizing KYC and account documentation
  • Coordinate with Customer Support, and Back Office to ensure smooth account opening
  • Maintain accurate client records and update CRM tools with client data and interactions
  • Prepare and manage client contracts, forms, and follow-up communications
  • Track and follow up on pending applications and documents
  • Ensure all tasks comply with internal procedures
Requirements
  • Bachelor’s degree in Finance, Marketing, Banking, or related field
  • Limited previous experience is a plus / 0–2 years of experience in sales support, customer services, or administration
  • Proficiency in Microsoft Excel
  • Good written and verbal communication skills
  • We’re a fast-growing, multinational company
  • Competitive salaries and benefits
  • Work and learn with industry professions
  • Supportive and collaborative environment
  • Unlimited opportunities for growth and development
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