division of IDM has an opportunity for a Client Service Consultant. Who is IDM? Serving clients from a South Africans, committed to providing the best service to those in need with our taylor-made financial supportive and vibrant culture, then send your application through We can't wait to hear from you. Responsibilities: dealing with: Debt counselling Additional financial services/products The National Credit Act Short/non-payment year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous
CPT001192-FT-1 CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY Bellville Our client, a busines 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;
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
consultants/auditors/lawyers, CIPC, South African Revenue Services and the Master of the High Court;
PROJECT MANAGER Financial Services (Fund Operations, Governance & Control) Century City Package on Offer!
Forming part of the Client Services Central Operations team Analyst experience gained within the Financial Services| Investment Industry
PROJECT MANAGER Financial Services (Fund Operations, Governance & Control) Century City, Cape Competitive Package on Offer!
Forming part of the Client Services Central Operations team of this highly Analyst experience gained within the Financial Services| Investment Industry
terms are adhered to and drive the process to correct if not aligned
Approve damage claims via the
account manager
Complete credit note request forms for processing upon claim approval
Upload SGX
remittances correctly to enable timely follow-up on outstanding invoices
Ensure correct trading terms
capture of client information and population of forms
terms are adhered to and drive the process to correct if not aligned Processing - Damage claims to be relevent sales account manager - Credit note request forms to be completed for processing on receipt of approval Upload of SGX Sales and credit notes CV file - Correct allocation of remittances to enable the timeous - Ensure correct trading terms are applied and raise alert if it is not adhered to correctly - Balance