Somerset West is seeking to employ a Trust / Client Services Officer. The candidate will form part of the Client
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated qulaified leads and closing appointments with potential clients Attending to all existing client queries and requests timeously Handling, maintenance and tracking of all leads Liasion with
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated qulaified leads and closing appointments with potential clients Attending to all existing client queries and requests timeously Handling, maintenance and tracking of all leads Liasion with
To provide face to face service to customers / members that visit the clients offices and to deliver on the scheme service level agreements to ensure the required customer focus standards are delivered Client service delivery and quality Follow procedures and cooperate with peers and leader for best
To provide face to face service to customers / members that visit the clients offices and to deliver on the scheme service level agreements to ensure the required customer focus standards are delivered Client service delivery and quality Follow procedures and cooperate with peers and leader for best
Are you the driving force behind making all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you You've got the admin skills wi
Are you the driving force behind making all the magic happen in the background when it comes to Financial Planning? Is this you? If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you You've got the admin skills wi
A position for a Client Care Manager exists in the Shared Services, Client Care area, based at Santam head office in Bellville. The incumbent will play a key role in effectively and timeously handling all complaints, requests and enquiries in line with products and services provided by Santam, with
A position for a Client Care Manager exists in the Shared Services, Client Care area, based at Santam head office in Bellville. The incumbent will play a key role in effectively and timeously handling all complaints, requests and enquiries in line with products and services provided by Santam, with
proactive client service, answering the telephone promptly. Financial Discipline and Office Efficiency: