To provide face to face service to customers / members that visit the clients offices and to deliver deliver on the scheme service level agreements to ensure the required customer focus standards are delivered delivered Client service delivery and quality Follow procedures and cooperate with peers and leader for best best possible service delivery Compliance and Risk Management Defined legal, statutory and regulatory compliance necessary Financial Management Contribute to cost savings within the department to assist with financial goals
experience in an Asset Management business; Financial Services experience specifically Asset Management Trusts Offshore; Call Centre experience in Financial Services business; Excellent business writing skills;
individual who will be a part of their client service team, responsible for guiding their clients through Equity and make a meaningful impact in the financial services industry. Our client is firmly aligned behind savings. 3 years' experience in financial services client servicing An appropriate tertiary education skills with clients, internal business units and service providers
CLIENT SERVICES CONSULTANT
Perm, Salary CTC up to 288 000-336 000+
A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased anyway to:-
Ensuring an excellent quality of service is given to clients at all times
Online Identifying and proposing solutions to process and service related failures
To supply marketing material
for a Service Consultant demands a proactive, detail-oriented individual with extensive financial planning Minimum 5 years' experience as a Service Consultant in Financial Planning. Familiarity with X-Plan or
for a Service Consultant demands a proactive, detail-oriented individual with extensive financial planning Minimum 5 years' experience as a Service Consultant in Financial Planning. Familiarity with X-Plan or
VAT Auditor (Financial Services)
Location: professional services concern specialising in VAT, requires the services of an the client did not claim during the financial period, including the
Duties: To manage all financial activities including the management of accounts payable, accounts receivable receivable and financial reporting of Group Companies To manage and mitigate financial risks and oversee oversee financial and regulatory compliance. To provide support to the Finance Key Stakeholders of the Group Reporting and Information Management Manage Financial Reporting Financial Compliance Continuous Improvement and experience will be advantageous. The post Financial Services Manager – 9435 appeared first on freerecruit
Credit Analyst (Financial Services)
A large financial services group in Durban seeks to appoint support decisions through the analysis of financial information such as bank bank statements, financial statements, and management accounts accounts as well as provide quality service to internal customers and liaise with other stakeholders