Job Description
About the Role
As a Client Service Officer, you will be pivotal in delivering outstanding service across our trading and investment platforms. You will act as a key contact for traders and investors, offering guidance on stock market investments and OST offerings. Your role involves managing client queries, trading activities, and cross-selling bank products to enhance client satisfaction.
Key Responsibilities
- Provide exceptional client service by keeping abreast of all broker-serviced products.
- Execute trading and investing activities in JSE Equities, SAFEX products, OTC products, and more as per client instructions.
- Educate clients on trading and investment processes.
- Actively cross-sell and promote OST and bank products.
- Respond to client queries efficiently via telephone and JIRA.
- Coordinate with transfer secretaries for share withdrawals and portfolio management.
- Ensure adherence to policies and procedures and manage account closures.
- Maintain positive relationships with internal teams and external partners.
Requirements
- Matric, with a tertiary qualification or progress toward one; FAIS Accredited or studying toward FAIS accreditation.
- In-depth understanding of FICA, broker business, JSE Equities, SAFEX products, OTC products, and related trading instruments.
- Minimum 3 years of client service experience in a broker environment.
- Proficiency in MS Office, fair knowledge of BDA/CCM and JIRA applications.
- Excellent verbal communication, attention to detail, ability to handle pressure, and a client-centric approach.
Qualifications
- Matric
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Banking Jobs in Gauteng
The banking industry in Gauteng, South Africa is a dynamic and growing sector, with a strong demand for skilled professionals. Typically, job seekers in this field can expect to find opportunities across various sectors, including financial services, technology, and manufacturing. Generally, the industry outlook remains positive, with a common expectation of steady growth and expansion.
When it comes to salary expectations, banking positions in Gauteng typically fall within broad ranges, often influenced by factors such as experience, company size, and industry sector. For instance, entry-level positions may start around R400 000 per annum, while senior roles can exceed R800 000. However, please note that these figures are approximate and can vary significantly depending on individual circumstances.
Common skills required for banking roles in Gauteng include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and interpersonal skills, and a solid understanding of regulatory requirements. Other essential skills often include technical expertise in areas such as accounting, risk management, or compliance. Additionally, many employers place a high value on emotional intelligence, creativity, and adaptability.
The banking industry is commonly found in sectors such as financial services, technology, manufacturing, and corporate finance. Financial services companies, for example, are often major players in the industry, while technology firms may require banking professionals with technical expertise. Manufacturing sector banks also exist, catering to the needs of specific industries.
Career development opportunities abound in the banking industry, with many positions offering clear career progression paths. Typically, entry-level roles can lead to senior management positions or specialized fields such as risk management or compliance. Opportunities for professional development, training, and mentorship are often available within organizations, allowing professionals to build expertise and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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