To provide face to face service to customers / members that visit the clients offices and to deliver on scheme service level agreements to ensure the required customer focus standards are delivered Client service cooperate with peers and leader for best possible service delivery Compliance and Risk Management Defined Engage with clients to ensure swift resolution of queries and provide required customer service Provide specific -Engage with clients to ensure swift resolution of queries and provide required customer service -Provide
CLIENT SERVICES CONSULTANT
Perm, Salary CTC up to 288 000-336 000+ Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers to:-
Ensuring an excellent quality of service is given to clients at all times
Online accounts verification solutions to process and service related failures
To supply marketing material via various Media
Senior Client Service Analyst to join our team. As a seasoned Senior Client Services Analyst support on systems and services to clients across various markets and services, including specialized specialized assistance related to trading, post-trade operations, and market data systems.
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What you’ll do:
Dynamic, asset management client's operations team seeks a passionate young investment analyst profile stellar academic record and passion for financial markets to join their team. This role will not only be global markets. Preparing of high-quality presentations and due diligence reports Respond to client or team similar 0-2 years experience within financial services or asset management Must have a stellar academic
commodity/foreign exchange trade administration. To ensure that all trades are captured on a timeous and this system. Continuous reporting improvements Trading Administration and Reporting Responsible to provide activities. This includes trade data management, trade monitoring and reporting, market matching and transactions Assist traders with application process for new clients and suppliers Collaborate with brokers and agents preferred Relevant additional courses in relation to trading / commercial activities NPD SAFEX Exams (Preferred)
Join a highly successful commodity trading company in Somerset West specializing international physical deliveries. They seek a Trade Accountant to join their dynamic team. in ensuring seamless contract execution, planning, and customer service. Your attention to detail, excellent
Our client is a prestigious firm, known for its innovative approach in the investment sector. They are top-tier solutions to their clients and are now looking for an exceptional Executive Financial Assistant to processes, manage financial records, and support the executive team. If numbers are your game and precision your the role for you Responsibilities: Manage and execute accounts payable and receivable with a keen eye top-notch administrative support to the director and executive team. Enhance financial process efficiency in
Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills research, you also enjoy consulting with and advising clients on how best to structure their investment portfolios managing client investment portfolios. From conducting suitability assessments and preparing client reviews analysis, you'll be at the forefront of ensuring clients' financial goals are met. You'll enjoy the variety closely with a dedicated team to deliver exceptional service and results. Where you'll be doing it You'll be
support a Portfolio Manager in managing their clients' investments by you being the “go between” between Manager to ensure client presentations are on point, you'll manage the onboarding of clients, sorting of FICA assessments of clients and analyse client affairs. You will maintain and update client lists, provide prepare new client reviews and proposals, monitor cash flow forecasting and monitor client portfolios to add value to client meetings, generate reports and ensure that trades are executed flawlessly with
To provide face to face service to customers / members that visit the clients offices and to deliver on scheme service level agreements to ensure the required customer focus standards are delivered Client service cooperate with peers and leader for best possible service delivery Compliance and Risk Management Defined Engage with clients to ensure swift resolution of queries and provide required customer service Provide specific -Engage with clients to ensure swift resolution of queries and provide required customer service -Provide