Client liaison officer


Client Liaison Officer

Fidelity Services Group

Pretoria, Gauteng


Posted 21 December 2020 – Closing Date 25 December 2020

Job Description

The above position is vacant in Gauteng North Region (Hermanstad), reporting to the Gauteng North Regional Manager.


The overall purpose of the Regional Client Liaison Officers in Fidelity Cash Management Services Department is there to ensure that a consistently, high quality liaison is established between clients and Fidelity Cash Management Services in terms of variances and queries encountered during the processing and verification of all client deposits.


Minimum Requirements:

Matric (Grade 12)
Must be able to function in a stress full environment with daily challenges
Registered Grade C PSIRA Certificate
Exceptional MS Office computer literacy (Word, Excel & Outlook)
Excellent people management skills
Excellent time management skills
Industry experience required
Own transport and valid drivers license
Must be willing to travel
Clear criminal record

Key Performance Areas: (not totally inclusive):

Investigate all regional banking variances
Investigate all regional processing variances
Report any irregularities to Management
Ensure that all information on incident reports are correct
Give clients constant feedback regarding queries
Handling of all queries, incident and initial investigation reports
Any other reasonable duties/instructions issued by the Regional Manager
Ensure all client queries are dealt with in a professional manner and timeously
Ensure Incident reports are completed correctly and handled as required, including communication to clients where required
Ensure client satisfaction is top priority in our line of business
Ensure all daily reports and statistics are completed and filed correctly
Ensure that all relevant video footages pertaining to incidents are downloaded and saved
Advise Management of flaws in teller processing
Investigate all variances encountered during processing of client deposits and client queries
Keep a proper record of all investigations
Assist with ad hoc tasks
Assist with relevant training
Assist with regional audits
Assist with regional appointments and payroll

Other personality attributes:

Must be able to multi task
A hands-on person with exceptional time management skills
Must be a team player
Must be honest and reliable, and of good health
Willing to work long hours/overtime due to job requirements
Good interaction skills, bilingual, communication & negotiation skills
Pleasant telephonic mannerism
Portray a professional image
Excellent administration skills
Good writing & reporting skills

We reserve the right not to make an appointment to any advertised position.

Whilst preference is given to existing employees at all times and the choice made purely on merit, Historically Disadvantaged Candidates and Disabled Candidates are encouraged and supported in the FSG team.

Fidelity Security Group (Pty) Ltd supports global fair practice and business ethics on continuous development of our human capital as the key resource to our success in the markets in which we participate.