Client Experience Agent

Client Experience Agent

About 10X:

10X is disrupting the South African investment industry to help people get dramatically better value for their long-term savings. Helping people get more money when they need it, is our aim.

10X is providing simple, direct low-fee investment solutions. Using an index-tracking investment strategy, we believe investors will achieve superior performance at a fraction of the cost of actively managed portfolios. We want to grow our business rapidly and aim to have over R100bn under management in 5 years. We're on a mission to build a customer-centric and tech-enabled company, but we've only just started. We need great people to help us achieve our dreams. Sure, it's a big challenge but what's the point of spending your life doing easy unimportant things?

If you are a passionate, determined, smart, self-starting, ambitious independent thinker that wants to make a positive difference in people's long-term financial well-being, then we would love to hear from you.

Important note

How to apply for the position:

To be considered for this role, you must submit
both
a CV and a video submission answering the questions below.

Please read the
Video Submissions Guidelines
and questions carefully before applying. Applications that do not include both a CV and video submission will not be considered.

We suggest using
YouTube
or
Loom
for your video submission—ensure the video is
publicly accessible
.

Video Submission Questions:

• Introduce yourself in 15 seconds – who are you beyond your CV?

• What makes you great at problem-solving? Give an example of a time you stepped outside your role or responsibilities to solve a problem.

Your
email subject line
should read
"Client Experience Agent + "your name/surname."

Video submission guidelines:

We recommend using
Loom
or
YouTube
for your video submission. The video must be publicly accessible so we can view it without needing to request permission. Please ensure you send the video link and CV.

NB
: Only candidates who submit both a CV and a Video Submission will be considered. Send your CV and video link to

.

Situated:

Cape Town or Johannesburg

Reporting to:

Client Experience Manager

Purpose of Job:

Are you an experienced client service professional who's energised by solving problems and building meaningful customer relationships? At 10X Investments, we're looking for someone who thrives in a fast-paced environment, approaches challenges with curiosity and composure, and takes pride in delivering exceptional service.

Your core responsibilities in this role include the following:

• Act as the first point of contact for clients, taking ownership of their experience and resolving inquiries across multiple channels (phone, email, and webchat).
• Investigate client concerns and provide solutions that align with company policies while ensuring client satisfaction.
• Handle
  investment claim processes
  with accuracy, ensuring compliance and care at every step.
• Communicate effectively, using a structured yet conversational approach to guide clients through complex financial processes.
• Identify opportunities to improve workflows and enhance the overall client experience.
• Collaborate with internal teams to ensure seamless communication and follow-through on

What we are looking for:

• A
  problem-solver
  with an
  investigative mindset
  who enjoys finding solutions.
• Confident in
  engaging with clients
  and building trust through clear communication.
• Agile and adaptable, able to
  learn on the go
  and work across different areas as needed.
• Detail-oriented and results-driven, ensuring accuracy and efficiency in every interaction.
• Tech-savvy, with experience using customer service platforms (Zendesk and HubSpot knowledge is an advantage).

Attributes:

• An experienced
  client service agent
  who thrives on
  problem-solving
  and delivering high-quality service.
• Confident, professional, and capable of
  building trust
  through clear, thoughtful communication.
• Energised by client interaction and committed to finding solutions that make a difference.
• Adaptable and resourceful—able to
  learn quickly
  and manage multiple priorities in a hybrid work environment.
• Detail-oriented, results-driven, and confident using systems and tools (experience with
  HubSpot
  is an advantage).
• Experience in the financial investment industry
  will be highly advantageous.

Why you want to work here:

• Growth-Oriented Culture
  – We believe in developing talent and fostering career progression.
• Supportive Team
  – Collaboration is at the heart of how we work.
• Innovation-Driven
  – We welcome new ideas and value creative problem-solvers.
• Impactful Work
  – Play a key role in helping clients secure their financial future.

Why it's fun to work here:

• Our values guide everything we do, they are: We Own it, We Challenge, We Grow and We Care.
• We offer great benefits including an annual bonus, free breakfast, a wellness support programme, a fitness rewards app and a day off on your birthday
• We have a flexible approach to location where you can choose to work in our cool offices in Bree Street or Sandton, work from home, or do a bit of both
• We are on a drive to grow fast and to help people have more money for when they need it most

Closing date: 31 October 2025

NB
: Only candidates who submit both a CV and a Video Submission will be considered. Send your CV and video link to

.

If you do not hear from us within 2-weeks after applying, please consider your application unsuccessful.