independent firm that provides customized financial planning services to retirement funds and their members Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric
independent firm that provides customized financial planning services to retirement funds and their members Manager or Financial Planner doing the technical admin at an independent financial planning firm. Matric
their business, then we need you. You've got the admin skills with a can-do attitude and on top of this firm that provides customised financial planning services to retirement funds and their members. They have
their business, then we need you. You've got the admin skills with a can-do attitude and on top of this firm that provides customised financial planning services to retirement funds and their members. They have
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your provides customised financial planning and investment services to retirement funds and their members. They have
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your provides customised financial planning and investment services to retirement funds and their members. They have
interpersonal skills to render an outstanding service and to ensure that the company property is safely Maintaining a high level of client service and ensuring customer satisfaction to clients will be essential a regular basis to ensure timely delivery and service Liaise with portfolio manager regarding orders invoices at all times Maintain good client service to customers and suppliers Balancing supplier detailed
for a Client Care Manager exists in the Shared Services, Client Care area, based at Santam head office requests and enquiries in line with products and services provided by Santam, with due consideration to equity and materiality – principles of Treating Customers Fairly. Mandated to recommend to stakeholders resolution experience/training. Minimum 1 year client service experience. Knowledgeable in short-term insurance comprehensive understanding of Santam products and services. Interpretation and application of policy wording
for a Client Care Manager exists in the Shared Services, Client Care area, based at Santam head office requests and enquiries in line with products and services provided by Santam, with due consideration to equity and materiality – principles of Treating Customers Fairly. Mandated to recommend to stakeholders resolution experience/training. Minimum 1 year client service experience. Knowledgeable in short-term insurance comprehensive understanding of Santam products and services. Interpretation and application of policy wording
inventory management and procurement processes Handle customer inquiries and resolve any operational issues in Accountant. Specialist qualification in financial services would be advantageous. Self-driven with at least 2-5 years working in operations in the financial services industry (preferably in fund management). Experience