About the position
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).
- Please include your University Transcripts in your application
- By applying, you consent to the processing of your personal information for recruitment purposes in accordance with POPIA.
Desired Skills:
- Anti-money Laundering (AML)
- Asset Management
- Client Service
- Communication
- Documentation
- Investments
- Know Your Customer (KYC)
