Richmond Finance
Posted Job
about 2 months ago

Client Service Executive

You will join the team as a Client Service Executive responsible for supporting the operations team in processing applications and managing client facilities. This includes providing potential client information on our services, processing their application, communicating with clients regarding payments as as well as reporting on the same.

Job Breakdown:

Client Interaction and Business Accounts:

  • Communicate with potential clients and provide information on our various services and products to intended parties.
  • Communicate with existing clients, making follow ups and remainders for payments.
  • Business Administration and Co – Ordination:
  • Day to Day Administration of assigned Branch duties including but not limited to answering client queries; sending out client notifications, updating company systems.
  • Compile reports on a monthly, quarterly and annual basis relating to the branch and the business.


  • Engage in business development and provide continued analysis on market changes.
  • Engage in marketing to and sourcing prospective clients
  • Any other related tasks set by your supervisor.
  • Who fits the bill?
  • Educated to degree level or banking and finance diploma, high academic achievers preferred.
  • A demonstrable ability to prioritize, multi-task and work to tight deadlines
  • A track record of learning new skills
  • Possesses strong communication skills in English – both written and verbal.
  • Analytically minded and solution driven.
  • A strong familiarity with Word and Excel.
  • Willingness to learn and acquire new skills.
  • Ability to work in teams and bringing a collaborative mindset
  • Ability to help shape the project direction and to influence inform and manage stakeholders.
  • Over time be able to work independently and under a relatively low level of
  • direct supervision.
  • A strong desire to initiate and drive data integrity, best practice and process improvement within the firm.
  • A willingness to travel and potentially locate nationwide.

Bonus Points For:

  • General understanding of data, data structures and relational databases.
  • Experience within the banking and finance industry.

Method of Application

Please send a CV and covering letter to the email below:

Email applications to

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