Customer Service Agent
- Location
- Western Cape
- Minimum qualification
- Matric / Grade 12
- Closing date
First listed . Last checked at source .
At a glance
- At least 1 year of experience.
- Microsoft Office
- Customer service
Extracted automatically from the advert; confirm requirements on the original listing.
Job description
Role Overview
We are seeking lively, detail-oriented, and experienced Customer Service / FICA Agents to provide exceptional customer support on our online trading platform while ensuring full compliance with FICA and AML requirements. This role is client-facing and compliance-focused, requiring strong communication skills, accuracy, and the ability to work efficiently in a fast-paced environment.
Key Responsibilities
Customer Service & Platform Support
* Provide prompt, professional customer support via multiple communication channels.
* Assist clients with platform navigation, trading processes, and basic technical queries.
* Resolve customer complaints efficiently and ensure high levels of client satisfaction.
* Maintain accurate records of customer interactions and transactions.
* Stay informed on platform updates, system changes, and relevant market trends.
* Maintain strict customer confidentiality at all times.
FICA & Compliance Responsibilities
* Conduct client identification and verification (KYC), including the collection and verification of required documentation (ID, proof of address, source of funds, etc.).
* Ensure all FICA verification is completed prior to onboarding or transaction finalisation.
* Perform ongoing client monitoring in line with regulatory requirements.
* Identify and report suspicious or unusual transactions related to potential money laundering or terrorist financing to the Financial Intelligence Centre (FIC).
* Accurately record and report discrepancies identified during the verification process.
* Maintain proper record-keeping of client documentation and transactions in accordance with FICA requirements
Minimum Requirements:
* Matric / High School qualification (required).
* Minimum 1–2 years’ customer service experience (call centre, financial services, or client-facing roles preferred).
* Excellent verbal and written communication skills in English (additional languages are advantageous).
* Strong problem-solving, multitasking, and analytical skills.
* High attention to detail and accuracy, particularly in compliance-related work.
* Computer literate with working knowledge of MS Office and CRM/customer service systems.
* Basic understanding of financial regulations (FICA/AML knowledge advantageous; training will be provided).
* Ability to work rotational shifts, including weekends.
* Reliable mode of transport.
* Must reside in Cape Town, Western Cape.
Advantageous
* Exposure to financial markets or online trading platforms.
* Prior experience with FICA, AML, or compliance-driven environments.
Neo Brokers (Pty) Ltd
Recruiter
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