Customer Service Specialist- Financial

2 weeks ago


Cape Town, South Africa Teleperformance South Africa Full time

The purpose of this role is to safeguard, develop and enhance customer loyalty and value by providing excellent customer services. Additionally, the role involves providing the customer with knowledgeable information by identifying and promoting significant products and services.

**Responsibilities**
- Responding to Inbound Customers and Colleagues escalated sales
- Queries to identify, qualify and close new business and renewal opportunities
- Understanding customer’s reasons for exploring cancellation, addressing these positively, identifying opportunities, and looking at various options available with the ultimate aim of retaining their business
- Selling a range of products and closing up-selling opportunities within set procedures in order to achieve sales, retention and productivity targets
- Striving for First Call Resolution, on every contact
- Working closely with service colleagues to raise service standards through escalating issues and opportunities to the most appropriate person, developing joint solutions and sharing best practice.
- Undertaking other customer administration and product processing activities as necessary to maximize operational effectiveness and deal with peaks in demand
- Taking correct information, asking the right questions, and offer the solutions that leave them smiling. That’s why we’ll encourage you to be yourself in our fast-moving, fast-growing business.

**Skills and Attributes**
- An excellent communicator (written and oral)
- Ambitious.
- Self-Motivated
- Passionate about learning
- Target Driven
- Polite, co-operative and a friendly manner essential
- Professional and welcoming
- Strong customer focus
- Excellent verbal communication skills
- Ability to deliver excellent customer service experience
- Ability to prioritise tasks
- Proven ability to listen actively and to hear important information
- Computer literacy
- Strong negotiation skills
- Curious, Team Spirited and Big Hearted
- A positive mind set with a passion for continuous improvement
- An exceptional driven and motivated individual with the passion to succeed in a fast paced environment
- Have the ability to build rapport with Customers giving a human touch to the conversation

**Experience**
- Minimum of 1 years’ experience working within a similar service/retentions/Collections/Banking/Insurance driven BPO environment.
- Experience working within the Financial Service Industry or similar Regulated Industry - Essential
- Proven Experience in delivering excellent customer services to internal and external customers
- Maintain campaign performance, quality, regulatory and compliance standards

**Qualifications**
- Matric or equivalent
- Essential

Please respond with an updated copy of your CV

**Job Type**: Permanent

**Salary**: R7,500.00 - R8,500.00 per month

**Education**:

- High School (matric) (required)

**Experience**:

- Offshore CSA: 1 year (required)
- Banking/Insurance/BPO Customer Service: 1 year (required)



  • Cape Town, South Africa Teleperformance South Africa Full time

    The purpose of this role is to safeguard, develop and enhance customer loyalty and value by providing excellent customer services. Additionally, the role involves providing the customer with knowledgeable information by identifying and promoting significant products and services. **Responsibilities** - Responding to Inbound Customers and Colleagues -...

  • Fiduciary Specialist

    1 month ago


    Cape Town, South Africa AGC Recruitment Full time

    **Fiduciary Specialist - Financial Services - Cape Town** Our client, in the financial services industry, is seeking a Fiduciary Specialist to join their team in Cape Town. This position requires a client-centric approach, legal and financial expertise, and strong analytical skills. **Responsibilities** - Trust Account Management. - Fiduciary Guidance for...


  • Cape Town, South Africa Language Recruiters Full time

    Are you fluent in Dutch, and do you thrive in a dynamic fast-paced environment? Join a leading eCommerce company as a Dutch speaking Customer Service Specialist in Cape Town, South Africa As part of this team, you’ll be the first point of contact for Dutch speaking customers, assisting them with inquiries, resolving issues, and providing support...


  • Cape Town, South Africa F & G Sourcing Specialist Full time

    An exciting opportunity for a **Customer Services Manager** is available within a reputable Oil & Gas company in Cape Town. **Salary**: R663 664 inclusive of Pension Fund and medical aid **Requirements**: - Tertiary degree or equivalent diploma in Business Management or marketing - 3 years’ experience in Sales or Customer service - Experience in a...


  • Cape Town, South Africa Numeral Financial Services Group Full time

    Location: East Rand, Nelspruit, Durban, Western-Cape We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.   ...


  • Cape Town, South Africa Numeral Financial Services Group Full time

    Location: East Rand, Nelspruit, Durban, Western-CapeWe are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs.  Role...


  • Cape Town, South Africa Crocs South Africa Full time

    **Sales Operations** - Onboarding accounts including account setup, customer portals, reporting set up and CS training - Provide accounts with seasonal information - SAP Management including BP Maintenance, Account Set Up, VAS - WHS Location Management - Manage and set up VAS based on customer requirements and DSV - Operational Order book Management |...

  • Inbound Call Centre

    2 weeks ago


    Cape Town, South Africa Maneshez solutions services Full time

     We are searching for a friendly and highly analytical customer service specialist to join our customer care team. In this role, you will answer customer queries and resolve issues via appropriate channels, maintain knowledge of our products and services, obtain customer feedback, and provide training to new hires.A top-notch Customer Service Specialist...


  • Cape Town, South Africa DigiCert Full time

    ABOUT DIGICERT We're a leading, global security authority that's disrupting our own category. Our encryption is trusted by the major ecommerce brands, the world's largest companies, the major cloud providers, entire country financial systems, entire internets of things and even down to the little things like surgically embedded pacemakers. We help...


  • Cape Town, South Africa Amazon Development Centre (South Africa) (Proprietary) Limited Full time

    Fluent in Arabic and English language in written and verbal communication Matric or equivalent 1+ years customer service experience Working knowledge of Microsoft Office Applications Ability to navigate multiple computer systems and platforms We are seeking a driven, experienced professional to work directly with a specialized segment of content providers....


  • Cape Town, South Africa WNS Global Services Full time

    Job DescriptionEngaging with Customers through multiple channels to resolve their queries in a manner that meets and exceeds the needs of our customers and limits any reputational damage to the brand. This is done in-line with our strategic intend, operational policies and applicable regulations. The role forms part of the overall value chain in partnership...


  • Cape Town, South Africa amplify5 Full time

    Do you love customer service? Are you full of ideas and passion? Do you want to work with cutting-edge technology? Then amplify5 is right for you! Working in Customer Operations, you will be at the heart of everything we do - helping our customers. You won’t just be part of the customers’ experience, you will make it. You will take full responsibility...


  • Cape Town, South Africa Massive Diamonds Marketing Full time

    We’re looking for a proactive and customer-oriented Customer Success Specialist to join our dynamic team.In this role, you’ll be instrumental in onboarding new customers and ensuring they receive the full benefits of our product.Your responsibilities will include managing the implementation process, being the go-to contact for customer inquiries,...


  • Cape Town, South Africa DigiCert, Inc. Full time

    at DigiCert Cape Town ABOUT DIGICERT We're a leading, global security authority that's disrupting our own category. Our encryption is trusted by the major ecommerce brands, the world's largest companies, the major cloud providers, entire country financial systems, entire internets of things and even down to the little things like surgically embedded...


  • Cape Town, South Africa Logicalis Full time

    Why choose Logicalis? - It’s not just IT solutions, It’s IT global know-how! Logicalis is an international multi-skilled solution provider providing digital enablement services to help customers harness digital technology and innovative services to deliver powerful business outcomes. - Our customers span industries and geographical regions; and our focus...

  • Financial Accountant

    3 weeks ago


    Cape Town, South Africa CA Financial Appointments Full time

    My client within the Financial Services sector has a 6 month contract opportunity for a Financial Accountant to join their team. The ideal individual will be someone who has previous experience within the financial services sector, someone who is results driven and able to collaborate well with others. Responsibilities: Preparation, review and submission...


  • Cape Town, South Africa TFG Financial Services Full time

    Position Description:A challenging position exists within the Financial Services Call Centre for a self-motivated and assertive individual to lead, manage and coach a team of  supervisors in a fast paced and dynamic working environment. This individual should be dynamic, pro-active, and display exceptional operational leadership skills.  You must: t ...


  • Cape Town, South Africa IGT Solutions Full time

    **The Role**: IGT Solutions, a leading service provider within the BPO industry, is seeking highly skilled Card Service Support Agents for our client in the Fintech space. **How You Will Make an Impact**: - Problem-solving and building excellent relationships over the telephone, and providing friendly, timely, and professional service - You will be...


  • Cape Town, South Africa Language Recruiters Full time

    Are you fluent in **Dutch** with a passion for travel? Then pack your bags, because we’ve got the perfect **job** for you! A leading international airline company is seeking a **Dutch speaking Customer Support Specialist** to join their team in **Cape Town, South Africa**. Your key **job** responsibilities as the **Dutch** speaking Customer Support...


  • Cape Town, South Africa Language Recruiters Full time

    Are you fluent in **Italian** with a passion for travel? Then pack your bags, because we’ve got the perfect **job** for you! A leading international airline company is seeking an **Italian speaking Customer Support Specialist** to join their team in **Cape Town, South Africa**. Your key **job** responsibilities as the **Italian** speaking Customer Support...