Client Services Officer; Client Support

Client Services Officer (Client Support)

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Permanent

SW006529

Admin / Secretarial

Insurance

Western Cape , Somerset West

A well established international financial services concern with offices in Somerset West is seeking a Client Service Officer (Client Support) who supports the delivery of efficient, high-quality client service throughout onboarding and ongoing transactions.
The Client Services Officer will follow established processes, complete operational tasks, support the wider team, and contribute to a multi-skilled, client-focused function

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).
• 1-3 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).