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Client Service Officer (Client Support)

Somerset West
Salary: Market Related
Job Type: Permanent
Sectors: Admin Insurance Legal
Reference: SW005450/AM

Apply before May 30 2025 | 3 Days left

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Vacancy Details

Employer: Helderberg Personnel cc

An international investments and financial services concern with offices in Somerset West, is seeking to employ a candidate to fill the vacancy of a Client Service Officer. The successful candidate will support a team to work efficiently and produce a high service level to their clients to maintain and retain their business.

key duties and responsibilities include:

The focus will be to follow the processes and procedures to execute client requests and instructions
The role requires high levels of engagement with clients, distribution partners and service providers
The post holder is required to contribute in a positive manner to the team with an aim to achieve overall objectives and deliver an excellent customer experience
As the Customer Service Officer your role is critical in delivering an efficient and effective outcome to our clients, distribution partners and service providers
You will have responsibility to engage and follow up on a variety of client related cases
This position reports to the Team Leader, Client Support
Deliver on Service standards as per established Service Model for the function
Ensure adherence to 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 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 action regular follow up to ensure progress
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 Include:

Trust experience is desired, otherwise experience within the Finance Industry
Keen interest in Trusts administration or have strong transferable skills
A relevant professional qualification or a willingness to study towards one

Competencies include:

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

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About Helderberg Personnel cc

Based in Somerset West, Helderberg Personnel was established in 1998. The company initially started doing placements in the Helderberg Basin and over the years expanded nationally. Our background has proved to be invaluable in providing a high standard of recruitment, screening, evaluation and placement of candidates.

Our Value proposition:
The true value proposition of the Helderberg Personnel brand is our commitment to attending to our clients’ needs, culture and values and to ensure that, through comprehensive interviews with candidates, the overall match is determined to ensure a long term relationship. The identity of the client remains confidential at all times. We understand that our function is to ensure that the candidate must become a strategic partner to a business instead of a mere employee. Helderberg Personnel has achieved a steady growth over the last years and we have evolved into one of the leading agencies in the region. We have made placements cross functional, cross industry and up to senior management level.