Job Description
About the Role
We are seeking a detail-oriented, client-focused Customer Service Associate (Settlements) to join our team in Cape Town. In this role, you will act as a key liaison between our clients and internal departments, primarily focused on the accurate and timely settlement of trades, processing of deposits and withdrawals, and ensuring all client transactions are completed efficiently and in line with regulatory and operational standards.
Key Responsibilities
- Serve as the first point of contact for settlement-related queries from clients via phone, email, and live chat.
- Process and monitor client deposits, withdrawals, internal transfers, and account reconciliations accurately and within set timeframes.
- Liaise with payment providers, banks, and internal teams to resolve transaction related issues.
- Maintain up-to-date records of client transactions, ensuring compliance with internal controls and regulatory requirements (e.g. AML, KYC).
- Proactively follow up with clients and stakeholders to ensure all settlement matters are resolved efficiently.
- Collaborate with the Finance and Compliance teams to ensure seamless transaction flow and reporting accuracy.
- Contribute to process improvement initiatives to enhance operational efficiency and customer experience.
- Assist in preparing reports for management and regulatory audits as needed.
Requirements
Minimum of 2 years experience in a financial services or forex/brokerage environment, ideally in a settlements, operations, or client support role. Strong understanding of financial products, especially FX and CFDs. Familiarity with client onboarding, payment processing, and KYC/AML compliance. Excellent communication skills in English (both written and verbal). Strong numerical and analytical skills with high attention to detail. Ability to work well under pressure in a fast-paced environment. Comfortable using CRM systems, payment portals, and trading platforms (e.g. MT4/MT5). Proficient in Microsoft Office Suite (Excel, Outlook, Word).
Qualifications
Bachelors degree or diploma in Finance, Business Administration, or a related field. Experience with international payments and multi-currency transactions. Knowledge of FSCA regulations and the South African financial regulatory environment.
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.
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