To provide face to face service to customers / members that visit the clients offices and to deliver deliver on the scheme service level agreements to ensure the required customer focus standards are delivered delivered Client service delivery and quality Follow procedures and cooperate with peers and leader for best best possible service delivery Compliance and Risk Management Defined legal, statutory and regulatory compliance necessary Financial Management Contribute to cost savings within the department to assist with financial goals
experience in an Asset Management business; Financial Services experience specifically Asset Management Trusts Offshore; Call Centre experience in Financial Services business; Excellent business writing skills;
individual who will be a part of their client service team, responsible for guiding their clients through Equity and make a meaningful impact in the financial services industry. Our client is firmly aligned behind savings. 3 years' experience in financial services client servicing An appropriate tertiary education skills with clients, internal business units and service providers
CLIENT SERVICES CONSULTANT
Perm, Salary CTC up to 288 000-336 000+
A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased anyway to:-
Ensuring an excellent quality of service is given to clients at all times
Online Identifying and proposing solutions to process and service related failures
To supply marketing material
for a Service Consultant demands a proactive, detail-oriented individual with extensive financial planning Minimum 5 years' experience as a Service Consultant in Financial Planning. Familiarity with X-Plan or
for a Service Consultant demands a proactive, detail-oriented individual with extensive financial planning Minimum 5 years' experience as a Service Consultant in Financial Planning. Familiarity with X-Plan or
Risk strategy
Segmentation
Statutory compliance
Credit Management
Affordability calculator
Implement scorecards
Customer experience
Skills & Experience:
Retail
Qualification:
Finance Degree or
looking for an experienced Financial Services Manager who has both financial services and E-Commerce experience your CV to create a profile and to view all our Financial recruitment vacancies. Let us assist you with career. For further Finance jobs, Accountant jobs, Financial Manager vacancies and Management Accountant vacancies
VAT Auditor (Financial Services)
Location: professional services concern specialising in VAT, requires the services of an the client did not claim during the financial period, including the