The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated they work for. They provide first class service to all clients and as such increase the Company's market the private wealth clients, fostering confidence and goodwill with these clients thereby understanding products and services on offer. Client Relationship Specialists conduct client reviews with clients in order incentivised in this regard. Attending to all existing client queries and request timeously and professionally
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Company's private wealth clients, fostering confidence and goodwill with these clients thereby understanding products and services offered. Client Relationship Specialists conduct client reviews with clients in order but not be limited to: Attending to all existing client queries and request timeously and professionally professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads received
your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family in Johannesburg to manage client investment portfolios by taking the clients specific situation, the agreed proper take-on of new clients, collecting FICA and liaising with the client service team.
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
your articles and keen to grow within financial services? Is this you? You've completed you're SAIPA/ SAICA gained experience in financial services or audited financial services. You're adept at managing deadlines both Cape Town and Johannesburg, as well as with clients and external business contacts. From identifying providing support for investment reporting and client meetings, your role will be varied and rewarding doing it You'll be joining a prestigious financial services firm with an international presence, specializing
My client is a dynamic and vibrant player in South Africa's financial services industry. They are passionate about financial services and the good it can do. Duties: Design and evaluate the client experience across across various touchpoints in Client Operations with a focus on enhancing client junctions, communication communication and improving their new business, servicing and claim journeys. • Champion the Customer Experience aspects applying insights to continuously improve the desired client experience. • Take ownership of Customer Experience
Description Hire Resolve's client, a reputable insurance company based in Johannesburg, is currently dedicated and experienced Client Accountant to join their team. As a Client Accountant, you will be responsible transactions and reporting for a portfolio of clients within the insurance industry. Responsibilities: financial records for assigned clients Process underwriting results per client onto the general ledger including recoveries, commissions and fees. Process reserves per client onto the general ledger i.e. outstanding claims
are seeking relevant applicants from Financial Services sector, who have a thorough understanding of relationship Key qualification and experience required for the Client Relationship Manager: 3 years of experience in financial statements Key duties required for the Client Relationship Manager: Completion of applications and development of relationships with existing clients Understanding market and industry risk Initiating market to existing and new clients Strong understanding of products and services offered by banks/financial
THIS POSITION 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 client financial statements and client policy statements and any other financial reports as required
are seeking relevant applicants from Financial Services sector, who have a thorough understanding of relationship Key qualification and experience required for the Client Relationship Manager: 3 years of experience in financial statements Key duties required for the Client Relationship Manager: Completion of applications and development of relationships with existing clients Understanding market and industry risk Initiating market to existing and new clients Strong understanding of products and services offered by banks/financial