is a leading, award winning, global financial services company that provides quality financial advice globally and locally for excellence in client services and continue to work passionately towards implementing implementing client-centric solutions. This financial services institution brings together the investment expertise internationally recognised customer experience Ongoing servicing of client book Conduct regular meetings with key
the Sales team reporting to the Head of Advisory Services. This role is responsible for securing customers assists and advises customers on the service or bundle of services required to meet their specific needs works closely and collaboratively with Customer Services team members to ensure customer expectations and situation and objectives, explaining the company service offering and tactfully guiding and advising them tax, relative to pensions, investments and other South African source assets, economic trends, pension
reconciliations where applicable. Make daily payments to service providers. Obtain valid B-BBEE certificates from
institution committed to providing exceptional financial services to its clients worldwide. With a dedication to
between the company, its clients, and external service providers, ensuring timely communication and progress progress updates. Collaboration with the Customer Services team is essential to meet both customer expectations Diploma or Degree. Tax/ Financial Services/ Banking/ Customer Service or Call Centre experience. Exposure orientated environment, preferably within the Financial Services industry. Salesforce CRM knowledge and/or experience experience. Knowledge of Tax and associated services. Excellent communications skills, verbal & written
Introduction One of the TOP banks in S.A. Description One of the TOP banks in S.A. is seeking an experienced Audit Portfolio Manager to join their JHB team on a 7-month contract. Must have a great track record, reference checks will be conducted upfront, accompanied by criminal check, fraud check, c
Description IGrow Wealth Investments, South Africa's 1 Property Investment Company, is looking for SAIPA
Introduction Dynamic and forward-thinking software company based in Century City, Cape Town is currently in search of skilled contractors to join their finance division on a 3-month contract basis. This is an exciting opportunity to contribute to a fast-paced environment, collaborating with a team o
in analytical . financial role in the financial services industry Bachelors' / Honors degree PLUS - CFA in analytical . financial role in the financial services industry Bachelors' / Honors degree PLUS - CFA
client based in Century City has a learnership opportunity for South African citizens between 18 and 35 busy with another learnership;