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;
requirements.
Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional
Responsibilities:
dynamic and well-spoken? Join our client as a Client Service Consultant You'll engage with investors and financial long-lasting relationships by delivering exceptional service experiences. Location: Cape Town Duration of contract: Engagement: Respond to client needs with the right service and solutions. Build trust through expertise, showing interactions. Educate clients on subscribing and servicing their accounts. Help clients achieve financial Educate clients on secure, cost-effective self-service channels. Collaborate with internal stakeholders
with a knack for IFRS and a passion for financial services. You're ready to take on a pivotal role in managing international entities within a renowned financial services firm. What you'll be doing (and why you'll enjoy with previous experience in IFRS and financial services. Strong technical skills, proficiency in accounting opportunity to work with a global leader in financial services, gaining exposure to diverse international markets
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;
are looking for a dynamic and well-spoken Client Service Consultant to join the team in Cape Town. The the delivery of exceptional service experiences Job Responsibilities: Provide client services to investors via various of all calls within 60 seconds (90/60) as per Service Level Agreements (SLA) Generate lead targets required and responsibilities by ensuring all learning activities are completed; experience practiced and certifications Level: 2-3 years working experience as a Client Services Consultant within the Asset Management industry
dynamic and well-spoken? Join our client as a Client Service Consultant You'll engage with investors and financial long-lasting relationships by delivering exceptional service experiences. Location: Cape Town Duration of contract: Engagement: Respond to client needs with the right service and solutions. Build trust through expertise, showing interactions. Educate clients on subscribing and servicing their accounts. Help clients achieve financial Educate clients on secure, cost-effective self-service channels. Collaborate with internal stakeholders
We're seeking Client Services Consultants (12 month fixed-term Contract) Western Cape. The core purpose the delivery of exceptional service experiences. Provide client services to investors via various communication of all calls within 60 seconds (90/60) as per Service level Agreements (SLA) Generate leadtargets required Degrees 2-3 years working experience as a Client Services Consultant within the Asset Management industry