Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills research, you also enjoy consulting with and advising clients on how best to structure their investment portfolios managing client investment portfolios. From conducting suitability assessments and preparing client reviews analysis, you'll be at the forefront of ensuring clients' financial goals are met. You'll enjoy the variety closely with a dedicated team to deliver exceptional service and results. Where you'll be doing it You'll be
specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing team appointments with potential clients for the Wealth Specialist Attending to all existing client queries and requests professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads recon template and daily figures Liaising with all clients allocated to the Wealth Specialist team as per Understanding of company products in order to assist clients with queries Ensure company is always compliant
support a Portfolio Manager in managing their clients' investments by you being the “go between” between Manager to ensure client presentations are on point, you'll manage the onboarding of clients, sorting of FICA assessments of clients and analyse client affairs. You will maintain and update client lists, provide prepare new client reviews and proposals, monitor cash flow forecasting and monitor client portfolios your vibrant organisational skills to add value to client meetings, generate reports and ensure that trades
Our client within the Financial and Investment services based in the UK and South Africa is currently self-motivated Senior Client Service Manager to join their dynamic team in Cape Town. Our client within the Financial Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated self-motivated Senior Client Service Manager to join their dynamic team in Cape Town. Only candidates from from the financial service will be considered. This is a full-time working from home role, with flexibility
dynamic Facilities Service Coordinator to join our client's team in the Financial Services Environment. This ensuring contract compliance with vendors and service level agreements with both internal and external external stakeholders. From managing customer service interactions to overseeing reports and repairs, you'll of 3 years' experience in contract management/service level agreements. Minimum experience should be years' experience in industry knowledge / Financial Services Environment Experience Needed Communication -
VAT Auditor (Financial Services)
Location: professional services concern specialising in VAT, requires the services of an to conduct a full VAT audit of the client to identify any VAT that is is claimable that the client did not claim during the financial period,
monitoring the client (Internal and External) needs on an ongoing basis, maintaining high client satisfaction experience will be advantageous. The post Financial Services Manager – 9435 appeared first on freerecruit.co
/Assistant Bookkeeper/Advanced Excel from Financial Services R18 - R21KCTC Parktown B Com Accts/similar, previous Accounts to the general ledger Daily recons of client funds balances in general Ledger to database Recons payment batches where needed Handling client queries in relation to client fund withdrawals Recoupment of estate Excel – advanced High service orientation Understanding of company products, services and internal processes Excel – advanced High service orientation Understanding of company products, services and internal processes
managing client accounts and investment portfolios.