Client Service Officer

5 months ago


Johannesburg, South Africa Isilumko Staffing (JHB) Full time

Role Overview:
As a Client Service Officer, you will be pivotal in delivering outstanding service across our trading and investment platforms. You will act as a key contact for traders and investors, offering guidance on stock market investments and OST’s offerings. Your role involves managing client queries, trading activities, and cross-selling bank products to enhance client satisfaction.

Key Responsibilities:

  • Provide exceptional client service by keeping abreast of all broker-serviced products.
  • Execute trading and investing activities in JSE Equities, SAFEX products, OTC products, and more as per client instructions.
  • Educate clients on trading and investment processes.
  • Actively cross-sell and promote OST and bank products.
  • Respond to client queries efficiently via telephone and JIRA.
  • Coordinate with transfer secretaries for share withdrawals and portfolio management.
  • Ensure adherence to policies and procedures and manage account closures.
  • Maintain positive relationships with internal teams and external partners.

Key Performance Measures:

  • Achieve a 90% rating on service evaluations.
  • Meet cost and budget expectations.
  • Deliver high client satisfaction and effective query handling.
  • Generate innovative ideas and reduce operational errors.
  • Comply with all regulations and enhance internal and external relationships.

Competencies Required:

  • Qualifications: Matric, with a tertiary qualification or progress toward one; FAIS Accredited or studying toward FAIS accreditation.
  • Knowledge: In-depth understanding of FICA, broker business, JSE Equities, SAFEX products, OTC products, and related trading instruments.
  • Experience: Minimum 3 years of client service experience in a broker environment.
  • Technical Skills: Proficiency in MS Office, fair knowledge of BDA/CCM and JIRA applications.
  • Personal Skills: Excellent verbal communication, attention to detail, ability to handle pressure, and a client-centric approach.

 



  • Johannesburg, South Africa A 1L Realization (Pty) Ltd Full time

    **Job purpose** - Officer will also be required to service clients across a broad platform to ensure an exceptional client experience - Officer will also need to cross sell products across the bank brand. - Will also serve as a primary contact for Traders and Investors who use OST and for those wanting to learn more about the Stock Market and OSTs...

  • Client Service Officer

    4 months ago


    Johannesburg, South Africa ELO Digital Office Full time

    **About ELO Digital Office**: ELO Digital Office is a global leader in enterprise content management (ECM) solutions, providing cutting-edge technology to help organizations optimize their document management, workflow automation, and digital transformation processes. Our mission is to deliver innovative solutions that enhance productivity and drive...


  • Johannesburg, South Africa Service Solutions Staffing Full time

    Well established and ever growing clearing and forwarding company in Johannesburg is seeking to employ a Client Service Controller - ocean Export Minimum qualification of Grade 12, SDS and/ or Freight Forwarding Course or similar will be advantageous Minimum of 3 years within a clearing & forwarding environment Prior CargoWise experience non...


  • Johannesburg, South Africa Performit Personnel Full time

    We are looking for a Client Service Officer for a National Company in Johannesburg. **Purpose of the position**: The Client Service Officer (CSO) are required to establish good relationships with the company’s current client base. You act as the middle person between the Company and our client and are responsible to resolve any queries and issues that...


  • Johannesburg, South Africa Smartworks Service Full time

    Location: Remote (Based in South Africa) Company: Smart Work Services About Us: Smart Work Services is dedicated to providing top-notch support to professionals across various industries. We specialize in offering efficient administrative solutions to help our clients manage their operations smoothly. We are committed to delivering excellent customer...


  • Johannesburg, South Africa Isilumko Staffing Full time

    A top company in the insurance industry is seeking a Client Services Administrator to start in their Branch administration department in Rustenburg. **Purpose** To provide professional first line support to clients and sales support **Responsibilities** - Render client services: updating client personal details, inform clients and update changes to their...


  • Johannesburg, South Africa Pinsent Masons Full time

    **Client Services Assistant** **Johannesburg** **Role Overview** Here at Pinsent Masons we bring together the best people to get the job done. We’re naturally curious, constantly learning, listening, and growing. We’ll truly value your ideas. You’ll be joining an award-winning, hardworking and commercially minded team, where you’ll have the...


  • Johannesburg, South Africa Smartworks Service Full time

    Location: Remote (Based in South Africa) Company: Smart Work Services About Us: Smart Work Services is a leading provider of support services, dedicated to assisting clients throughout their professional journeys. We offer a supportive and responsive environment to ensure our clients receive the best service and care possible. Position Overview: Key...

  • Client Service Consult

    7 months ago


    Johannesburg, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...


  • Johannesburg, South Africa Isilumko Staffing Full time

    We are looking for** Client Service Officer** who will be responsible for the following: - Keep abreast with all the products serviced by the Broker and ensure understanding to assist our clients optimally. - Trading and Investing in JSE Equities / JSE Derivative products / OTC products as per clients’ instructions. These products cover stocks, futures,...


  • Johannesburg, South Africa Sanlam Full time

    About the Company- Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.- Our success is rooted in our passion for our clients and everything we do is...


  • Johannesburg, South Africa Sanlam Full time

    About the Company - Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. - Our success is rooted in our passion for our clients and everything we do is...


  • Johannesburg, South Africa Sanlam Full time

    Client Service Consultant Date: 14 Jan 2025 Location: Johannesburg, Gauteng, ZA Company: Sanlam Group About the Company Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging...


  • Johannesburg, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...


  • Johannesburg, South Africa Sanlam Full time

    **Who are we?** Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...


  • Johannesburg, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...


  • Johannesburg, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...


  • Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Job Title: Client Service CoordinatorSalary: $55,000 - $75,000 per yearThe Recruitment Council is looking for a highly skilled Client Service Coordinator to join our team. As a key member of our administrative support team, you will provide exceptional support to advisors, ensuring the efficient execution of all client service-related...


  • Johannesburg, South Africa Unique Personnel Full time

    **Job Number** - 72435 **Job Type** - Permanent **Job Title** - Client Service Representative **Computer Skills** - MS Office **Industry** - Manufacturing **City** - Johannesburg **Province** - Gauteng - Call on existing Clients regularly - Source & call on New Clients - Maintain/Build Relationships with Clients - Other, as Management feels fit and...


  • Johannesburg, South Africa Stratogo Full time

    Role: Client Liaison OfficerLocation: Linbro Park - JohannesburgDesired skills: 2-3 years of experience on administrative skillsProficiency in Advanced - MS OfficeExcellent communicational and verbal skillsExperience Required: Administration duties including, but not limited to:Developing strong relationships with customers to maintain existing...