Job Description
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. Youll 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.
Minimum 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.
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.
Competencies & Personal Characteristics
- Adaptable, energetic, and effective in dynamic environments.
- Calm under pressure; meets regulatory and internal deadlines.
- Empathetic, approachable, and client-centric with professional presence.
- Diligent, accountable, detail-oriented; takes ownership.
- Strong team player who can prioritise and manage competing tasks.
Working Model & Remuneration
- Working model: Onsite in Tyger valley (details to be confirmed with shortlisted candidates).
- Remuneration: Market-related, aligned to skills and experience with performance-based component.
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.
- Please include your current remuneration (CTC), salary expectation, and notice period (optional but helpful for screening).
- Please include your University Transcripts in your application
- 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.
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