Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role role will be to provide exceptional customer services to clients in the investment industry. You will be strong communication skills and exception customer services skills. Act as primary point of contact for clients relationships with clients, providing exceptional customer service. Collaborate with sales and marketing teams to
both wealth and insure) and Support (management services functions like technology, human resources, etc management teams. Minimum requirements: Financial service experience Stakeholder management experience Top
Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role role will be to provide exceptional customer services to clients in the investment industry. You will be strong communication skills and exception customer services skills. Act as primary point of contact for clients relationships with clients, providing exceptional customer service. Collaborate with sales and marketing teams to
CPT001192-FT-1 CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY Bellville Our client, a business for a CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY to be based at their office consultants/auditors/lawyers, CIPC, South African Revenue Services and the Master of the High Court; Keeping clients consistently receive the highest level of service; Ensure the correct invoicing of client matters and collection;
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
both wealth and insure) and Support (management services functions like technology, human resources, etc management teams. Minimum requirements: Financial service experience Stakeholder management experience Top
Reference: SW004644-AM-1 Our client, an investment firm with with offices in Somerset West and the UK, is seeking to employ an Accountant. Reporting to the Finance Director, the candidate will be required to drive efficiency, monitor workflows throughout the finance section and support and advise al
division of IDM has an opportunity for a Client Service Consultant. Who is IDM? Serving clients from a South Africans, committed to providing the best service to those in need with our taylor-made financial dealing with: Debt counselling Additional financial services/products The National Credit Act Short/non-payment year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous Effective referral of clients to other products/services such as insurance (life, credit, funeral), bank
division of IDM has an opportunity for a Client Service Consultant. Who is IDM? Serving clients from a South Africans, committed to providing the best service to those in need with our taylor-made financial dealing with: Debt counselling Additional financial services/products The National Credit Act Short/non-payment year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous Effective referral of clients to other products/services such as insurance (life, credit, funeral), bank
CPT001192-FT-1 CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY Bellville Our client, a busines for a CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY to be based at their office consultants/auditors/lawyers, CIPC, South African Revenue Services and the Master of the High Court; Keeping clients consistently receive the highest level of service; Ensure the correct invoicing of client matters and collection;