Job Description
About the Role
The Client Services Officer role is a critical position within our organisation, responsible for delivering exceptional client experience and supporting the team in optimising workflow and standards. The successful candidate will have relevant client services experience, preferably within the financial services sector, and be able to positively influence the team to establish a multi-skilled and cross-trained team.
Key Responsibilities
- 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 function’s 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.
- Assist and undertake case work as required in the function.
- Contribute to staff training programmes.
- Take part and actively contribute to the weekly team meetings.
Requirements
- 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 skills.
- Ability to work under pressure and multi-task.
- Experience of working in and maintaining 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.
- Attend to detail and work methodically and accurately.
- Exercise the utmost good faith towards the Company both in carrying out your duties and in all your dealings with the Company and its clients and/or its suppliers.
- Process excellent communication skills.
- Present yourself professionally to fellow employees and clients of the Company.
Salary & Benefits
Not specified
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Cape Town Region
In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.
Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.
Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.
The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.
For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
[quick_job_alert]
[jobseeker_tips]
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
[sa_latest_jobs count=”6″ columns=”2″]
Browse Employers
Job Alerts