Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role role will be to provide exceptional customer services to clients in the investment industry. You will be strong communication skills and exception customer services skills. Act as primary point of contact for relationships with clients, providing exceptional customer service. Collaborate with sales and marketing teams
CPT001192-FT-1 CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY Bellville Our client, a business for a CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY to be based at their office procedures, working according to set quality standards and keeping to prescribed turn-around times, on consultants/auditors/lawyers, CIPC, South African Revenue Services and the Master of the High Court; Keeping clients clients consistently receive the highest level of service; Ensure the correct invoicing of client matters
Ensure compliance with relevant regulations and standards Identify opportunities for process improvement
Manager: Planning and Analysis (Financial Services) This position is limited to BBBEE candidates due Location: Pretoria, Gauteng A reputable financial services institution has an exciting opportunity available Planning and Analysis Division within the Financial Services Department (FSD) of the group to ensure the effective Consolidations and Reporting Experience within a Financial Services environment . Knowledge and skill in – Quality
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
work is performed according to client's quality standards Research, enable and consult on improvements and alignment, mapping and implementation of end-to-end standard operating procedures / processes Ensure efficient done within the allotted timeframes per funder standards Ensure case managers follow proper coding protocols and update the funders regularly to ensure all services rendered are paid for Develop and implement admissions adherence of all admissions staff to maintain standards Ensure that all files requested and utilised are
Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional
Introduction A well known bank in Sandton Description A well known banking client of ours are looking management Risk management Draft annual department customer strategy Grow loans and advances Work towards qualification 5 - 10 years' experience in banking / financial services Strong English communication Strong checks will be done upfront Profile A well known banking client of ours are looking for an experienced Credit management Risk management Draft annual department customer strategy Grow loans and advances Work towards
financial accounts and statements to the highest standard, in line with established best practice and which regulatory deadlines, whilst maintaining high standards of both accuracy and presentation Oversee the
with a knack for IFRS and a passion for financial services. You're ready to take on a pivotal role in managing international entities within a renowned financial services firm. What you'll be doing (and why you'll enjoy ensuring accuracy in financial records, including bank reconciliations, payroll journals, and IFRS 16 lease with previous experience in IFRS and financial services. Strong technical skills, proficiency in accounting opportunity to work with a global leader in financial services, gaining exposure to diverse international markets