- Provide customer support by resolving client queries efficiently via phone and digital channels
- Maintain accurate client records and ensure compliance with company procedures
- Deliver high-quality service in a fast-paced contact centre environment
Sbusile Kunene
talent.smorg.co.za/sbusile-kunene13
Summary
Detail-oriented and motivated professional with experience in customer service, financial services, and investment support. Strong background in accounting, financial analysis, and project management, with proven ability to resolve client queries, manage financial transactions, and maintain regulatory compliance. Adept at communication, problem-solving, and working in fast-paced environments. Seeking to contribute skills in finance and customer service to a growth-oriented organization.
Experience
- Identified and qualified potential clients for financial products and services
- Maintained and updated customer databases
- Supported sales teams by generating leads and coordinating follow-ups
- Administered third-party investment portfolios in line with regulatory requirements
- Assisted clients with investment-related queries and account updates
- Ensured compliance with financial regulations and internal policies
- Completed training in workplace communication, teamwork, and problem-solving
- Developed professional and interpersonal skills for corporate environments
Education
Skills
Customer Service & Client Support, Financial Analysis & Reporting, Data Capture & Record Management, Communication & Problem-Solving, Computer Literacy (MS Office, Financial Systems), Project Management Fundamentals
English, IsiZulu