Job Description
About the Role
The Client Services Officer role is a critical position within our finance industry team, focusing on supporting processes and procedures to optimize workflow and standards for an excellent client experience. The successful candidate will positively influence the team to establish a multi-skilled and cross-trained team, delivering a client-focused operational service to clients, distribution partners, and service providers.
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 related 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, checking 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.
Qualifications
- A relevant professional qualification or a willingness to study towards one is advantageous.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Admin / clerical / secretarial Jobs in Cape Town Region
The admin, clerical, and secretarial roles in Cape Town region are typically found across various industries, with the financial services sector often being a common employer. Generally, these positions require administrative support to ensure efficient office operations, communication, and record-keeping. Typically, individuals in this field work in a fast-paced environment, providing essential support to teams and organisations.
In terms of compensation, salaries for admin, clerical, and secretarial roles vary widely depending on factors such as experience, company size, industry sector, and level of seniority. Broadly speaking, common salary ranges for these positions range from R30 000 to R60 000 per annum, although it’s essential to note that actual salaries can differ significantly based on individual circumstances. For example, experienced professionals in larger organisations or those working in high-demand industries may earn higher salaries.
Common skills required for admin, clerical, and secretarial roles include proficiency in Microsoft Office applications, excellent communication and interpersonal skills, attention to detail, organisational abilities, time management, and adaptability. Additionally, having experience with HR systems, accounts payable, and inventory management can be beneficial in some instances. Typically, individuals in this field are expected to be highly organised, efficient, and able to work well under pressure.
These roles are commonly found in a range of industries, including financial services, technology, manufacturing, and healthcare. In the finance sector, for instance, administrative professionals may support investment teams or manage accounts payable and receivable. In the technology industry, they may provide technical support or assist with project coordination. Manufacturing organisations often require admin staff to handle logistics, inventory management, and order processing.
Career development opportunities for individuals in this field are generally good, with many graduates progressing into senior administrative roles or moving into related fields such as human resources, marketing, or business administration. With experience and additional training, admin professionals can advance to specialist positions, such as executive assistants, operations managers, or team leaders.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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