Client Service Specialist - Investments(CH1179)

SUMMARY:
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POSITION INFO:

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.

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 client’s 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).
• By applying, you consent to the processing of your personal information for recruitment purposes in accordance with POPIA.