Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role role will be to provide exceptional customer services to clients in the investment industry. You will be strong communication skills and exception customer services skills. Act as primary point of contact for clients relationships with clients, providing exceptional customer service. Collaborate with sales and marketing teams to
both wealth and insure) and Support (management services functions like technology, human resources, etc management teams. Minimum requirements: Financial service experience Stakeholder management experience Top response within 7 days, please consider your application as unsuccessful.
consistent, end-to-end corporate and administration services to an allocated. portfolio of clients, in a multi-skilled consultants/auditors/lawyers, CIPC, South African Revenue Services and the Master of the High Court. Keeping clients consistently receive the highest level of service. Ensure the correct invoicing of client matters and collection
experience will be advantageous. The post Financial Services Manager – 9435 appeared first on freerecruit.co
Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role role will be to provide exceptional customer services to clients in the investment industry. You will be strong communication skills and exception customer services skills. Act as primary point of contact for clients relationships with clients, providing exceptional customer service. Collaborate with sales and marketing teams to
CPT001192-FT-1 CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY Bellville Our client, a business for a CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY to be based at their office consultants/auditors/lawyers, CIPC, South African Revenue Services and the Master of the High Court; Keeping clients consistently receive the highest level of service; Ensure the correct invoicing of client matters and collection;
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients preparation of all meeting documentation, application forms and follow ups; Filing, capturing client data check all proposals and application forms, submission of application forms to service providers / insurance implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
requirements.
both wealth and insure) and Support (management services functions like technology, human resources, etc management teams. Minimum requirements: Financial service experience Stakeholder management experience Top response within 7 days, please consider your application as unsuccessful.
all levels, both in writing and verbally Able to form relationships and influence decisions at all levels