Client Service Officer - Somerset West

Responsibilities

• Deliver on Service standards as per established Service Model for the function.
• Ensure adherence processes and address/raise issues that need attention.
• Work proactively with other business functions and stakeholders.
• Ensure fees in relation to the functions responsibilities are posted for services rendered in a timely manner and in line with processes.
• Undertake and participate in relevant management of departmental meetings.
• Periodically review work being undertaken to check for adherence to policy and procedures, check quality of work.
• Ensure complaints, errors and omissions are dealt with as per company policy.
• Daily monitoring of progress of assigned cases.
• Dealing with assigned outstanding cases and follow up.
• Ensuring relevant record keeping on systems used for processing or managing work are maintained and up to date across the function.
• To assist and undertake case work as required in the function.
• Contribute to staff training programmes.
• You will take part and actively contribute to the weekly Team Meetings.
• Please be advised that the Team Leader will be responsible for allocating workloads, with the support from the Senior Officer.
• ​From time to time, you may be required to perform other reasonable tasks within the scope of your role to support the business.

Requirements

• Grade 12
• Relevant client services experience is required, ideally within the financial services sector.

Competencies

• Strong organisational and administrative skills.
• Ability to work as part of a team and positively influence and contribute to the team.
• Good communication skills over the phone, in person and comfortable using video technology to engage with clients and colleagues.
• Ability to work with confidential and sensitive data.
• Good time management.
• Ability to work under pressure and multi-task.
• Experience of working in and maintain good client relationships and delivering good service.
• High level of commitment and positive attitude.
• Exercise the highest ethical and safety standards when conducting your work, particularly where other people are involved.
• Be energetic in your approach to performing a service to the Company.
• Be attentive to detail and work methodically and accurately.
• Exercise the utmost good faith towards the Company both in carrying out your duties and in all of your dealings with the Company and its clients and/or its suppliers.
• Possess excellent communication skills.
• Present yourself professionally to fellow employees and clients of the Company.
• Use your initiative.
• Be able to work independently as well as part of a team.
• A willing and flexible attitude to working hours to support team and business needs, as required.

What the clients offers

• A growing organisation where you can develop your career long-term.
• A positive, inclusive culture where teamwork and collaboration are valued.
• Opportunities to contribute ideas and drive improvements in how we deliver for our clients.
• Regular social and sporting events to keep things fun and connected.

Please note only candidates that meet the minimum requirements will be considered.

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