Client Accounts Officer – Care Services Cape
Fixed Term Contract, Work
Cape Town, Gardens
Posted 5 days ago
ABOUT THE ORGANISATION AND THE ROLE
Care Services, the central organisation for all Jewish Welfare groups in Cape Town, requires an administrator to improve debtor collections for 4 of the group organisations. This is a role that is more than just numbers. This position is a three-month fixed term contract and requires compassion, discretion, and ability to navigate sensitive conversations while ensuring financial responsibility.
MAIN DUTIES & RESPONSIBILITIES
- Manage and execute daily collection activities for outstanding accounts.
- Make follow‑up calls, send statements, and issue written communication to clients with overdue balances.
- Ensure timely resolution of queries and disputes affecting payment.
- Maintain a professional and customer‑orientated approach during collections.
- Monitor aged debtor reports and escalate high‑risk or long‑outstanding accounts.
- Maintain accurate notes and records of all collection interactions.
- Verify and update customer account information in the financial system.
- Provide status updates on overdue debt, expected payments, and recovery progress.
- Adhere to the organisation’s credit control policies and procedures.
- Recommend accounts for suspension, handover, or legal action when necessary.
- Ensure that collections processes comply with POPIA and relevant legislation.
- Work closely with operations, and finance teams to resolve outstanding matters.
- Communicate professionally with customers to reinforce positive relationships and encourage timely payment.
REQUIRED SKILLS & EXPERIENCE
The ideal applicant will have the following competencies:
1. Work experience and industry exposure
- Matric essential
- Tertiary qualification in finance, accounting, law, or business administration preferred
- Minimum 5 years’ experience in estate administration, debt recovery, or credit analysis would be an advantage
- Background in banking, legal work, estates, credit analysis, debt recovery, or similar fields would be desirable.
2. Strong Communication and Interpersonal skills
- Excellent interpersonal skills — able to have sensitive conversations with empathy and firmness.
- Tenacious, ethical, respectful, and discreet, with a strong ethical compass
- Demonstrated experience handling confidential financial discussions with discretion and tact
- High levels of emotional intelligence: able to navigate family sensitivities around care, death, and finances
- Persistent but compassionate — understands the balance between financial responsibility and empathy
3. Excellent Administration and Organisational Skills
- Strong time management skills with the ability to manage multiple tasks
- Strong financial acumen: ability to interpret statements, assess affordability, and navigate estate matters
- Strong financial literacy: able to read financial statements, assess affordability, and discuss contribution capabilities
- Strong administrative skills and meticulous record-keeping.
4. General
- A natural investigator with persistence and curiosity
- Comfortable working independently
- Proficient in MS Office with Excel and Word
- Experience with CRM or finance systems (advantageous)
- Valid driver’s license (advantageous for in-person family meetings or estate work).
Interested?
Click on the APPLY NOW / DOWNLOAD APPLICATION button below
Closing date for applications: 29 May 2026
If you have not been contacted within 2 weeks of submitting your application, kindly consider your application to have been unsuccessful
Job Features
| Job Category | Admin, Office & Support, Community & Social Welfare, Finance |
| Salary range: | Market related |
| Nature of contract: | 3-month fixed term |
| Hours of work: | Full/Part-time could be considered |
| Location: | Gardens, Cape Town |
| Reporting to: | Care Services Financial Manager |
| Closing date for applications: | 29 May 2026 |
| Interested? | Click on the APPLY NOW / DOWNLOAD APPLICATION button above |