internal teams to ensure customer satisfaction
provide a wide range of insurance products and services to individuals and businesses. Our mission is commitment to excellence and our dedication to customer satisfaction. This is a full-time Financial Planner for providing personalized financial planning services to our clients. This includes assessing their
provide a wide range of insurance products and services to individuals and businesses. Our mission is commitment to excellence and our dedication to customer satisfaction. This is a full-time Financial Planner for providing personalized financial planning services to our clients. This includes assessing their
Accountant in managing Debtors book: Sending out of customer statements at the beginning of the month Ensuring Ensuring all documents are provided to customers on a timely basis to allow timely payment of outstanding outstanding amounts due Following up with Customers mid-month to establish whether all documentation has been received Following up on overdue customer accounts Generating invoices and send it out to the customer Follow up on and and resolving customer queries relating to invoices and pod's Maintains historical records by filing documents
Our client within the Financial and Investment services based in the UK and South Africa is currently advisors with the investment planning processes and services offered to a practice based in the UK and South quality and efficient professional end-to-end customer services and related processes. Maintain and enhance financial planning process At least 5 years Financial Services Industry work experience in a senior role Be able levels Responsibilities: Understand products and services offered by the business. Analyse monthly fund
Manage Daily Banking Issuing Credit notes Managing customer enquiries and account disputes Matric Certificate
solutions, dedicated to delivering exceptional service and peace of mind to their clients and strives Maintain professionalism and provide high-level service excellence when interacting with clients, sales
recorded in the correct day book, suppliers ledger, customer ledger, and general ledger. Accounts Payable and
recorded in the correct day book, suppliers ledger, customer ledger, and general ledger.
Accounts
various registrations - Income tax, VAT, PAYE, Customs (import and export), NPO, PBO, Turnover Tax, Estate