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Client Services Officer - Investment Services NEW
Tracking Talent – A Wilson Hcg Company
Bellville
Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role will be to provide exceptional customer services to clients in the investment industry. You will be the the primary point of contact for clients, resolving queries and rectifying issues. The ideal candidate and exception customer services skills. Act as primary point of contact for clients, responding to inquiries maintain relationships with clients, providing exceptional customer service. Collaborate with sales and
share this job on whatsappClient Services Officer Bellville NEW
Tracking Talent – A Wilson Hcg CompanyBellville
Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role will be to provide exceptional customer services to clients in the investment industry. You will be the the primary point of contact for clients, resolving queries and rectifying issues. The ideal candidate and exception customer services skills. Act as primary point of contact for clients, responding to inquiries maintain relationships with clients, providing exceptional customer service. Collaborate with sales and
Junior Client Accountant Claremont
Loren Robertson RecruitmentClaremont
Our client based in Claremont is looking for a talented and motivated Bookkeeoer to join their team. including creditors, debtors, inventory, tax, bank and account reconciliations. VAT returns, monthly returns and and reporting. Monthly management accounts. Monthly payroll processing, bi-annual filings and IPR5 EMP501 EMP501 submissions for clients. Maintain and build relationships with client base. Key Competencies: High a Monthly or Accounting Department. Knowledge on or exposure to fundamental accounting practices such
Financial Sales Executive Woodmead
Nexus RecruitmentSouth Africa
100% Commission based insurance, and retirement planning to help our clients create wealth and financial peace-of-mind. Successful with lucrative rewards and recognition. · Source clients through networking and referral initiatives. · lasting relationships with clients through excellent ongoing client services · Give objective professional professional advice based on client needs and objectives · Build a long-term professional, profitable business proposal to clients (Longterm insurance, investments, short term insurance and fiduciary services) Flexibility
Executive Assistant Cape Town
Outside CapitalCape Town Region
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 role for you Responsibilities: Manage and execute accounts payable and receivable with a keen eye for top-notch administrative support to the director and executive team. Enhance financial process efficiency in
Executive Assistant To Md Paarl
Vine RecruitmentPaarl
Our client based in Paarl, a leading independent financial services company is recruiting for a Executive Personal Assistant, preferably, to the Financial Services industry OR a B-Degree with at least two-or-more preferably, but not limited to the Financial Services industry Must be computer literate on a basic of contact with client enquiries Maintain client relations Record keeping of client data on relevant relevant data base system Preparation of client files according to legislation Liaising with staff and suppliers
Senior Executive - Mis
ExlCape Town Region
policyholders, which include telephone payments and account adjustments. Accurately interpret and verify billing Provide policyholders with technical support on the client systems. Follow up with policyholders on outstanding items in a timely manner. Deliver highly positive service experiences consistent with our key performance policyholders, which include telephone payments and account adjustments. Accurately interpret and verify billing Provide policyholders with technical support on the client systems. Follow up with policyholders on outstanding
Senior Executive Cape Town
ExlCape Town Region
policyholders, which include telephone payments and account adjustments. Accurately interpret and verify billing Provide policyholders with technical support on the client systems. Follow up with policyholders on outstanding items in a timely manner. Deliver highly positive service experiences consistent with our key performance policyholders, which include telephone payments and account adjustments. Accurately interpret and verify billing Provide policyholders with technical support on the client systems. Follow up with policyholders on outstanding
Executive Assistant | Paarl
Csg ResourcingPaarl
of contact with client enquiries; Maintain client relations; Record keeping of client data on relevant relevant database system; Preparation of client files according to legislation; Liaising with staff and suppliers when necessary. Attending to client consultations for new business and service-related needs; Maintaining planning recommendations and/or alternatives to clients; To have a holistic approach to financial advice; and defining a professional relationship with clients; Analyzing and evaluating of financial information;
Client Service Consultant Cape Town
Ntice Sourcing SolutionsCape Town Region
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 Requirements: 1 year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous
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