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Investment Client Success Specialist

Company

The Recruitment Council

Location

cape town, western cape

Posted

July 06, 2026

Position Overview

A leading recruitment agency in Cape Town is seeking an Investment Client Service Officer to provide exceptional service to private clients. This role involves managing client information, supporting Wealth Specialists, and helping grow the business through follow-ups. The ideal candidate has a degree in finance or commerce and 3-5 years of experience in the financial services industry, particularly in investments. Strong communication and tech-savvy skills are essential.
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