for several teams within the Dedicated Client Service area These teams include but KwaZulu Natal, Western (Coastal) focusing on Dedicated/Personal client service, and client retention We are looking for: An individual encompass achieving financial targets, maintaining service standards, and ensuring an excellent, consistent consistent client experience across all products and services while minimizing costs. Additionally, this role insight about the Service environment (having managed more than one operational client service department will
accurately, in accordance with IFRS and other Old Mutual Group reporting requirements. Prepare financial securities Tax), including policy alignment with Old Mutual Group, tax calculations and payments, tax risk reporting deadlines met timeously, including Old Mutual Group reporting requirements. Ensure that the thereof. Maintain formal ways of working with Old Mutual group tax including policy alignment and SARS with relevant experience gained in the financial services sector. Ability to understand and apply financial
company providing software solutions for financial services for over 30 years, they offer innovative technology manage their businesses and deliver exceptional service to their clients. Our client has a comprehensive software products covers various aspects of financial services, including trading, wealth management, mortgage deliver on their contractual commitments, build a mutually beneficial, sustainable relationship, and ensure (required) Minimum 5 years of experience in Financial Services (required) Professional certification such as
company providing software solutions for financial services for over 30 years, they offer innovative technology manage their businesses and deliver exceptional service to their clients. Our client has a comprehensive software products covers various aspects of financial services, including trading, wealth management, mortgage deliver on their contractual commitments, build a mutually beneficial, sustainable relationship, and ensure (required) Minimum 5 years of experience in Financial Services (required) Professional certification such as
UK
Role Objective Capita SA is seeking a motivated Customer-Centric individual who is ready to provide leadership necessary skills required to service our customers and to meet service level agreements to contribute months Call Centre / BPO experience 2 years Customer Service experience 12 Months Previous Advisor Management evidencing value added to the business. Handle all customer details and information with relevant integrity Maintain knowledge on changes to client products, services, polices & procedures. Core Competencies Essential:
Role Objective Capita SA is seeking a motivated Customer-Centric individual who is ready to provide leadership necessary skills required to service our customers and to meet service level agreements to contribute months Call Centre / BPO experience 2 years Customer Service experience 12 Months Previous Advisor Management evidencing value added to the business. Handle all customer details and information with relevant integrity Maintain knowledge on changes to client products, services, polices & procedures. Core Competencies Essential:
over-utilisation or inappropriate claiming by service providers that leads to abuse of member and scheme Investment within area of specialisation Drive customer-centricity: -Engage with providers and pre-authorisation pre-authorisation agents to build informed and supportive mutual relationships -Maintain a high level of impact client and stakeholder needs, satisfaction and service delivery Knowledge management: -Assess all high identified stakeholders -Provide medical advisory services to relevant parties -Ensure that adequate knowledge
over-utilisation or inappropriate claiming by service providers that leads to abuse of member and scheme Investment within area of specialisation Drive customer-centricity: -Engage with providers and pre-authorisation pre-authorisation agents to build informed and supportive mutual relationships -Maintain a high level of impact client and stakeholder needs, satisfaction and service delivery Knowledge management: -Assess all high identified stakeholders -Provide medical advisory services to relevant parties -Ensure that adequate knowledge
years industry experience requirement- Financial Services: Fund operations, Asset Management operations internal team and service providers. Build and maintain relationships with the external service providers, such Processing Cash Transfer Instructions Monitoring Mutual Fund Trades on BBG console BaseSigma maintenance Processing Cash Transfer Instructions Monitoring Mutual Fund Trades on BBG console BaseSigma maintenance Asset Management and Peregrine Administration Services Receive and confirm trades/cash transfer instructions