Client Service Support

Job Advert Summary

Hello Group is seeking to appoint a dedicated Client Service Support Consultant who will be a crucial member of the customer and client service team, responsible for managing both inbound and outbound calls. This role involves handling customer inquiries, verifying and requesting source of funds documents, and accurately capturing detailed information into the bank's ticketing system. Additionally, the consultant will be responsible for authenticating customers when their banking information changes and ensuring a high level of customer satisfaction while managing their assigned tickets.

Hello Group is a South African company with a bold mission: to create game-changing integrated consumer and business services for migrant and marginalized communities. Our focus is on providing low-cost, easily accessible, and simple-to-use financial solutions, all powered by cutting-edge technology.

What Hello Group Offers

• Onsite Barista – Because life’s too short for bad coffee!
• Exciting Team Events – Work hard, play harder!
• Teambuilding Activities – Get to know your teammates beyond the screen!
• A Culture That Feels Like Family – No corporate robots here—just real people doing great things!
• A Top-Notch Office Space – Where inspiration meets innovation.

Minimum Requirements

• Matric Certificate
• Customer service qualification (Advantageous)
• Knowledge of CRM Bank, OS ticket and Core Banking systems
• Multiple Languages (Advantageous)
• Experience in customer service (Financial industry)
• Computer/Mobile Literate
• International Remittance product knowledge.

Duties and Responsibilities

Key responsibilities

Inbound & Outbound Calls:

• Handle inbound customer inquiries and proactively manage outbound calls related to source of funds requests.
• Compliance: Ensure all processes follow the bank's compliance guidelines, particularly related to anti-money laundering (AML) and Know Your Customer (KYC) regulations.
• Customer Service Excellence: Maintain a high level of professionalism and customer service in all interactions to ensure customer satisfaction and loyalty.

Client authentication:

• Authenticate customers when there is a change in their banking information, following security protocols to protect client data.
• 2-part Verification of client: voice call and video call the client
• Attending to incoming calls

Ticket Management:

• Manage and prioritize daily tickets assigned by the team, ensuring timely follow-up with customers to request source of funds and resolve any issues.
• Request and verify source of funds documents from clients in compliance with the bank’s policies and regulatory requirements.
• Regularly follow up on tickets at least once a week.
• Document Verification: Check the accuracy and authenticity of the source of funds documentation provided by clients.
• Cross reference information, verify Bank statements, ID’s, POPS’ and payment notifications.
• Data Entry: Accurately capture and record detailed information received from clients into the bank’s ticketing system.