The Client Relationship Specialist role services all existing clients of the Company that form part of an allocated team. Attending to all existing client queries and request timeously and professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads
Reference: DBN000208-JC-2 Umhlanga - A leading and well-established Financial Brokerage seeks a Professional
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated qulaified leads and closing appointments with potential clients Attending to all existing client queries and requests timeously Handling, maintenance and tracking of all leads Liasion with
expanding commercial property Company based in Umhlanga is looking for a dynamic and committed Facility
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing private clients of the companny that form part of the Wealth Team's allocated client book. The CRO provides first class service to clients and as such maintains and increases the Company's market
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with the Company's private wealth clients, fostering confidence and goodwill with these clients there
Financial Business Support : Manage accounting functions including maintenance of general ledger, accounts payable ledger, accounts receivable ledger, and cash books, ensuring accurate and timeous accounting. Manage monthly closing of financial records. Preparation and review of monthly management a
Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI). Business Development Consultan
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book. The CRO provides first class service to all clients and as such maintain and increase the Company's market share i
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide first class service to all clients and as such increase the Company's market share in the area of Funds Under Management. These individ