be but not limited to:
* Policy services (debit orders, change of addresses, withdrawals
options
* Must be able to communicate well with clients and be able to handle extreme pressure
handling of client service tasks.
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Position Available: Inbound Client Contact Centre and Correspondence Administrator
service.
RST001772-WHN-1 Join Our Team: Life Insurance Client Service Administrator Wanted Are you a dedicated professional passion for client service in the long-term insurance industry? We're seeking a skilled Client Service Administrator handling of client service tasks. Comprehensive Skills: Proficient in various aspects of client service operations processing, withdrawals, investment switches, policy services, beneficiary changes, new investments, and life with the ability to communicate effectively with clients, colleagues, and stakeholders. Ability to Work
Our Client, Debtbusters a division of IDM has an opportunity for a Client Service Consultant. Who is is IDM? Serving clients from a division of IDM, DebtBusters' make an impact on the lives of South Africans Africans, committed to providing the best service to those in need with our taylor-made financial solutions Responsibilities: Resolving client queries dealing with: Debt counselling Additional financial services/products The Credit reports Effective referral of clients to other products/services such as insurance (life, credit,
Our Client, Debtbusters a division of IDM has an opportunity for a Client Service Consultant. Who is is IDM? Serving clients from a division of IDM, DebtBusters' make an impact on the lives of South Africans Africans, committed to providing the best service to those in need with our taylor-made financial solutions Responsibilities: Resolving client queries dealing with: Debt counselling Additional financial services/products The Credit reports Effective referral of clients to other products/services such as insurance (life, credit,
company that provides investment and wealth planning services to high-net-worth individuals, families, selected seeking for a Client Services Administrator Client Services Ensure compliance - Client onboarding KYC KYC (Know your customer), FAIS and client screening – This requires a thorough understanding of the latest screening the client through Docfox. Perform trading/subscription/redemptions/transfer tasks on clients' accounts platform. Liaise with Investec FXEXCON team regarding client's SDA (Single Discretionary Allowance) and FIA (Foreign
Resolve's client who is in the Metering Industry is seeking a motivated and detail-oriented Client Service customer service, managing client accounts, and assisting with utility management services. Responsibilities: Responsibilities: Manage client accounts and ensure prompt resolution of any issues or concerns Serve as the the main point of contact for clients and address any queries or requests in a timely manner Coordinate timely payment of invoices Assist clients with setting up new utility services and upgrades as needed Prepare
listed Asset Management company and engage with clients face to face, via email or telephone providing processes. Trouble-shoot and problem solve and ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years experience in an Asset Management business; Financial Services experience specifically Asset Management, Retirement Offshore; Call Centre experience in Financial Services business; Excellent business writing skills; Afrikaans
Our client is seeking a passionate and highly motivated individual who will be a part of their client client service team, responsible for guiding their clients through their products and processes, providing meaningful impact in the financial services industry. Our client is firmly aligned behind their focus best - managing clients' savings. 3 years' experience in financial services client servicing An appropriate written communication skills with clients, internal business units and service providers