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 dealing with: Debt counselling Additional financial services/products The National Credit Act Short/non-payment Effective referral of clients to other products/services such as insurance (life, credit, funeral), bank to the Company self-service client portal Requirements: 1 year of Client Service/Call Centre Experience
qualified CA(SA) and keen to get into financial services? Is this you? You've just qualified for that hard-earned compliance with company policy and procedures, client service level agreements and internal controls. Where you'll investment administration firms in Cape Town that services clients all over the world. This organization flexibility, and innovation, ensuring exceptional service delivery. There is an opportunity for a hybrid arrangement once you have completed comprehensive training. You'll be surrounded by people who are as qualified
customer needs, delivering a first-class customer service while remaining committed to treating customers Provide customers with comprehensive product and service information. Utilise our in-house operating system and workflow monitoring. Ensure compliance with Service Level Agreements (SLAs) by completing cases within within agreed-upon timeframes. Uphold customer service quality standards and align with established business organisational skills). Salary and working hours: Market related, based on the level of experience Shift Allowance
You've worked in investor services and you're results-driven with a knack for process improvement. Is forward, ensuring clients receive exceptional service. Where you'll be doing it You'll be joining a leading strong reputation for excellence in the financial services industry. With a culture that values teamwork Finance, along with at least 5 years of investor services/transfer agency operations experience. Proficiency
division of IDM has an opportunity for a Client Services Team Leader. As part of our exciting growth, we we are currently seeking a Client Service and Retention Team Leader. The successful candidate will manage manage a team of Client Service and Retention Consultants, will be part of the Leadership team, and will will report directly to the Client Service Manager. The candidate must be highly efficient, energetic improved Client query response times and Maintaining Service Level Agreements Ensuring acceptable talk time
Head of Training will spearhead the development and implementation of a comprehensive training academy role involves curriculum development, overseeing training delivery, measuring effectiveness, and ensuring for the training academy in alignment with company objectives. Lead and develop the training team, fostering department heads and stakeholders to identify training needs and ensure the curriculum meets current the development of a comprehensive, multi-tiered training curriculum focusing on sales excellence, marketing
Encourage all staff to share ideas and progress on service improvement, and ensureregular communication with telephone etiquette. Initiative and drive. Market Related
Introduction The Technical Advisor position is pivotal in promoting the sale of our comprehensive Animal Feed product range while providing essential technical and product support to our customers and prospects. The role is essential for achieving annual budgets and objectives, increasing sales volu
financial services industry, full training, accreditation and licensing by the Financial Services Board Vehicle Laptop Clear ITC and Criminal Record Market Related
Administration) as well as Tax, Institutional Client Services, Legal & Compliance, IT, and Trading Liaising experience within a similar role or financial services articles Must have a strong technical understanding