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Client Service Customer

Location:
Cape Town, Western Cape, South Africa
Posted:
June 08, 2025

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Resume:

ABOUT ME

Experienced Client Service

Administrator with a strong

track record in data

management and customer

relations, eager to bring 9+

years of expertise to a

dynamic team. Holds an

Accounting Science Diploma

and N6 in Financial

Management.

SKILLS

PROFICIENT IN COMPUTER SKILLS

STRONG COMMUNICATION

EFFECTIVE TEAM PLAYER

ADAPTIVE & FLEXIBLE

SKILLED PROBLEM SOLVER

LANGUAGES

ENGLISH

REFERENCES

DILLAN PETERSON

Client Services, Oldmutual

T: 021-*******/083*******

VUYO MASIZA

Supervisor, Capfin

T: 087*******

MZOXOLO NGANTWENI

Supervisor, EdgarsClaremont

T: 078*******

PERSONAL DETAILS

Date of birth

17 Jan 1989

Nationality

South African

Marital status

Single

WORK EXPERIENCE

CapeTown

Sep 2018 - Present Customer-focused, positive customer service associate who can take end-to-end ownership of assigned

customer requests and deliver prompt resolution

primarily through mail and chat channels. Assist our client in Landing and Banking [money account]. Handle customer inquiries via multiple channels promptly and in line with service standards through Calls, email, live charts, EMS (enquiry management system) and any other. Maintain accurate customer account information. Strive for First Contact Resolution in all interactions. Document customer interactions accurately in operating systems. Escalate queries to the relevant areas and keep clients updated on progress via ems or telephone. Manage own development to increase own competencies. Contact

clients for overdue account collections. Conduct post- call surveys to gather feedback.

Capetowm

Sep 2013 - Aug 2018 Assist Client telephonically, Inbound and Outbound. Capture and input data. Report communication

equipment issues. Answer phone calls and verify client information. Explain procedures, answer questions, provide information to clients. Assist with loan

applications, ensuring accurate information, a ordability assessment, and explanation of terms and conditions. Contact clients to o er loans.

Capetown

Mar 2010 - May 2011

Answered and directed incoming calls, took messages. Managed filing, inventory, mailing, and database systems. Oversaw cash book accounts and reconciled subsidiary accounts. Prepared trial balance and reconciled general ledger entries. Coded documents following company

procedures. Maintained historical records and filed documents. Posted documents with accuracy and correct codes.

Capetown

Jun 2011 - Mar 2012

Processed daily cashbook transactions and conducted monthly reconciliations. Filed electronic bank statements monthly. Managed Petty cash processing and

reconciliations in Pastel. Proficient in Advanced Excel. Handled full cashbook functions. Provided telephone support, message-taking, and call direction. Managed filing, inventory, mailing, and database systems.

Capetown

Jan 2016 - Dec

2022

Process payments via various methods and issue receipts promptly. Manage cash drawer accuracy and availability of change at shift start. Welcome and assist customers with inquiries and policy details. Address and resolve

customer concerns e ectively.

EDUCATION

Eastern Caoe

2007

Capetown

2009

CapeTown

2023

OLD MUTUAL Client Service Consultant and Administrator CAPFIN Customer Service

LEAP MATHS AND

SCIENCE SCHOOL

Assistant Bookkeeper

LAVENDAL AND

ASSOCIATES

(REGISTERED

ACCOUNTING AND

AUDITORS)

Cashbook Clerk

EDCON [EDGARS] Casheir

ZWELANDILE HIGH Matric - 12

NORTHLING

COLLEGE

N6 in FINANCIAL MANAGEMENT

UNISA Diploma In ACCOUNTING SCIENCE

AZIPHELI

NGQWEBO

CLIENT SERVICE ADMINISTRATOR

Kraaifontein, Capetown, 7570,

South Africa

073*******

********@*****.***



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