up-to-date. Identifying payment requirements for the client, instructing and executions of the payment process Systematic filing and information gathering of client agreements with third parties to identify actions returns for our clients within strict deadlines. Provision of relevant reports for client reporting purposes purposes including client meeting preparationProvision of reporting for local and international tax purposes
solutions has an opportunity for a customer-oriented Client Success Supervisor in Gauteng
To provide day-to-day operational service delivery in line with client Service Level Agreements and Pricing Schedules transportation for assignees and obtain approval from the client
La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant Consultant to join their team. If you have a passion for client relations and a good understanding of the financial for you. As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously contact information of members. Customer service and support during the counselling process. Comply with the
La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant Consultant to join their team. If you have a passion for client relations and a good understanding of the financial for you. As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously contact information of members. Customer service and support during the counselling process. Comply with the
Attending to all existing client queries and request timeously and professionally thereby offering the recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per while always striving to treat the client fairly. Conducting client reviews in a FAIS compliant manner; account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by the various client needs and risk profile analysis tools and approaches used to meet client's varying financial
Responsibilities:
Are you dynamic and well-spoken? Join our client as a Client Service Consultant You'll engage with investors contract: 6-months Key Responsibilities: Client Engagement: Respond to client needs with the right service and interactions. Educate clients on subscribing and servicing their accounts. Help clients achieve financial goals and grow their investments. Client Relationship Building: Own client requests end-to-end and route intervention if needed. Cross-sell to entrench clients and deliver value. Facilitate sales by highlighting
was established in 2002 and manages the ECOCERT client base in 15 countries across Southern- and East trade and Rainforest Alliance. We are hiring a Client Relationship Officer (Fair Trade & Sustainable) communication with the clients, management of their files and the flow of certification. Manage client communication flow for all client files in accordance with applicable guidelines. Sales and Client support - attending evaluation of non-compliance resolution after audits. Client acquisitions as well as preparing and issuing renewal
Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role services to clients in the investment industry. You will be the primary point of contact for clients, resolving services skills. Act as primary point of contact for clients, responding to inquiries, providing information issues. Develop and maintain relationships with clients, providing exceptional customer service. Collaborate Collaborate with sales and marketing teams to support client acquisition and retention. Keep abreast of market
CPT001192-FT-1 CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY Bellville Our client, a busines administrative and compliance support. They have a vacancy for a CLIENT RELATIONSHIP MANAGER – CORPORATE 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 Services and the Master of the High Court; Keeping clients informed of regulatory changes and updates; Develop