Senior Client Service Specialist

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Senior Client Service Specialist

DataFin Recruitment

Sunday, 17 May 2026

1

Finance/Accounting - Other Finance/Accounting

Johannesburg

FULL TIME

Job Specification

Company

Reference Number

Job Summary

ENVIRONMENT:

A dynamic provider of cutting-edge Financial Security Services is seeking a Senior Client Services Specialist who will be the brand custodian for our client. You will collaborate with the Head of Client Services to design, facilitate, and oversee the complete client lifecycle—from onboarding and account management to issue resolution and strategic relationship management. This role ensures service excellence across all touchpoints, drives the operationalization of master reference data, and enables team and stakeholder engagement to foster client retention and market value.

DUTIES

Business Process & Strategic Planning

Implement consistent client experience standards for internal and external stakeholders.

Lead collaborative planning with internal departments to forecast client onboarding and resource needs annually, monthly, and weekly.

Develop and maintain Standard Operating Procedures (SOPs) and process documentation.

Align internal processes with industry regulations and data protection laws in collaboration with Compliance and Risk teams.

Monitor service trends and client feedback to identify improvements and drive innovation.

Design and conduct client surveys; implement action plans to maintain service excellence.

Contribute insights on client behavior and market trends to inform business strategy.

Evaluate and implement workflow automation to enhance service delivery.

Client Onboarding & Ecosystem Expansion

Execute client onboarding strategy in partnership with the Head of Client Services and internal teams.

Own end-to-end client onboarding with a focus on quality, speed, and retention.

Identify and mitigate onboarding risks; ensure all controls and checks are in place.

Recommend and implement enhancements to onboarding frameworks and client experience processes.

Manage confidential client information in line with organizational policies.

Serve as the primary point of

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