Services team of an Investment Company. As a Client Services Officer , your role will be to provide exceptional
Services team of an Investment Company. As a Client Services Officer , your role will be to provide exceptional
In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times.
Key duties & responsibilities:
POSITION: ACCOUNTANT & LOGISTICS ADMINISTRATOR LOCATION: PAARL, WESTERN CAPE INDUSTRY: INTERIOR DESIGN Our client, an established Interior Designer, is looking to appoint a strong Accountant, coupled with project management / logistical administration. DUTIES WILL INCLUDE: Managing the accountin
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors. Main duties and responsibilities include : Secretarial duties - scheduling meetings, general office administration, cor
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors. Main duties and responsibilities include : Secretarial duties - scheduling meetings, general office administration, cor
Qualifications and Experience
Post Grade 12 / tertiary qualification in a related field advantageous
2-3 years experience in an Operations and Client Services (or similar pressurized) environment or, 2-3 years experience in dealing with commission / fee processes and payme
operations and client services environment an advantage Competencies Computer literacy: Microsoft Office essential
operations and client services environment an advantage Competencies Computer literacy: Microsoft Office essential
     targeted client service levels