Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role will be to provide exceptional customer services to clients in the investment industry. You will be the the primary point of contact for clients, resolving queries and rectifying issues. The ideal candidate and exception customer services skills. Act as primary point of contact for clients, responding to inquiries maintain relationships with clients, providing exceptional customer service. Collaborate with sales and
CLIENT SERVICES CONSULTANT
Perm, Salary CTC up to 288 000-336 000+ Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment to:-
Ensuring an excellent quality of service is given to clients at all times
Online accounts verification
Senior Client Service Analyst to join our team. As a seasoned Senior Client Services Analyst support on systems and services to clients across various markets and services, including specialized
What you’ll do:
Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role will be to provide exceptional customer services to clients in the investment industry. You will be the the primary point of contact for clients, resolving queries and rectifying issues. The ideal candidate and exception customer services skills. Act as primary point of contact for clients, responding to inquiries maintain relationships with clients, providing exceptional customer service. Collaborate with sales and
Our Client, Debtbusters a division of IDM has an opportunity for a Client Service Consultant. Who is is IDM? Serving clients from a division of IDM, DebtBusters' make an impact on the lives of South Africans Africans, committed to providing the best service to those in need with our taylor-made financial solutions Responsibilities: Resolving client queries dealing with: Debt counselling Additional financial services/products The Requirements: 1 year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous
Our Client, Debtbusters a division of IDM has an opportunity for a Client Service Consultant. Who is is IDM? Serving clients from a division of IDM, DebtBusters' make an impact on the lives of South Africans Africans, committed to providing the best service to those in need with our taylor-made financial solutions Responsibilities: Resolving client queries dealing with: Debt counselling Additional financial services/products The Requirements: 1 year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous
CPT001192-FT-1 CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY Bellville Our client, a busines They have a vacancy for a CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY to be transactions, communication and enquiries for allocated clients Follow processes and procedures, working according Trustee, Local Representative and Public Officer on client entities; Maintenance of company records in accordance South African Revenue Services and the Master of the High Court; Keeping clients informed of regulatory
corporate and administration services to an allocated. portfolio of clients, in a multi-skilled team – transactions, communication, and enquiries for allocated clients. Follow processes and procedures, working according Trustee, Local Representative and Public Officer on client entities. Maintenance of company records in accordance South African Revenue Services and the Master of the High Court. Keeping clients informed of regulatory maintain sound relationships with clients and third parties. Ensure that clients consistently receive the highest
transactions, communication and enquiries for allocated clients
tailored to meet the diverse needs of their clients. Our client is a dynamic insurance entity specializing non-negotiable Duties: Process underwriting results per client onto the general ledger including premium, reinsurance recoveries, commissions and fees. Process reserves per client onto the general ledger i.e. outstanding claims corresponding reinsurance portions. Process income tax per client onto the general ledger. Process cashbook transactions entries per client onto the general ledger. Prepare Balance Sheet reconciliations per client. Prepare client