Job Description
About the Role
Our client, a leading investment firm, is seeking a Client Service Representative in Tyger valley (Cape Town) to champion an exceptional end-to-end client experience. You’ll deliver best-in-class service across channels, resolve queries swiftly, and support compliant onboarding and maintenance with rigorous AML/KYC standards in a collaborative, high-integrity environment.
Key Responsibilities
- Ensure a consistently professional, positive client service experience.
- Provide omni-channel support (phone, email, online) and product assistance.
- Escalate urgent matters promptly and drive to resolution.
- Proactively follow up to obtain outstanding client information.
- Assist with form completion and documentation where applicable.
- Perform client due-diligence checks; determine appropriate review levels per AML obligations.
- Validate and maintain accurate KYC documentation.
Requirements
- Education: Relevant business degree.
- Experience: 5+ years in client service within investments/asset management/financial services.
- Compliance: Strong working knowledge of AML regulations and KYC across client types (individuals, trusts, charities/NPOs, corporates).
- Communication: Excellent verbal and written communication; confident across phone, email and online channels.
Qualifications
- Education: Relevant business degree.
Salary & Benefits
- Market-related, aligned to skills and experience with performance-based component.
- Working model: Onsite in Tyger valley (details to be confirmed with shortlisted candidates).
General
- We are committed to fair and inclusive hiring. All suitably qualified applicants are welcome to apply.
- Preference may be given in line with our clients Employment Equity plan and applicable legislation.
- Applicants must have the legal right to work in South Africa at the time of application.
- Only shortlisted candidates will be contacted. If you do not hear from us within 30 days, please consider your application unsuccessful.
- By applying, you consent to the processing of your personal information for recruitment purposes in accordance with POPIA.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Western Cape
In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.
When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.
Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.
Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.
For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.
This information provides general career guidance. Actual salaries and requirements vary by employer.
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
Get Similar Job Alerts
Job Seeker Tip
Always arrive 10-15 minutes early for interviews to show punctuality and reliability.
How to Apply
Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Latest Job Opportunities
Johannesburg: Sales Person posted by Cosy Heating
Cosy Heating is looking for a motivated Salesperson to join our team. ✔ Basic salary + commission✔ Full product training…
View JobGauteng: Junior Finance Admin Assistant posted by Signa Opportunity
About the roleThe role provides administrative and finance support to the operations team by managing documentation, invoicing, purchase orders, and...
View JobNelspruit: Cost Clerk posted by Signa Opportunity
About the role To support the finance and operations teams by assisting with basic cost capturing, record-keeping, and verification of…
View JobGauteng: Junior Accountant posted by Signa Opportunity
About the role To provide entry-level support to the finance department while gaining practical exposure to accounting processes and...
View JobEastern Cape: Workspace Engineer posted by Hire Resolve
Hire Resolve's client is looking for a Workspace Engineer to join their team in Port Elizabeth, EC. The Workspace Engineer…
View JobCape Town: Project Manager posted by Hire Resolve
Hire Resolve's client is seeking a Project Manager who will be responsible for leading and managing the implementation of the…
View Job
Browse Employers
Job Alerts