finance, known for delivering exceptional advisory services and innovative solutions to our clients. Our team
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
clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products) clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products) clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
finance, known for delivering exceptional advisory services and innovative solutions to our clients. Our team
clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing
short term insurance schedules to the STI tele-advisor for capture prior to the appointment
Communicate
/>Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
commercial and personal insurance products and services to the right clients Responsibilities: Aggressive etc. On-site meeting with clients Dealing with service providers Implement company strategy Minimum Requirements:
At Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning the highest standards of excellence and provide services and advise that is best suited to our clients an ever changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security
To provide support to the Legal Claims Department; regarding the processing of High Risk claims. To quickly resolve claims. Providing guidance to junior staff members where required. To work high risk/overdue claims of other's portfolio where required. To manage a high-risk claims portfolio To ensur