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Last 7 days
Customer Service Officer - Client Support (trusts) NEW
Somerset West
Market Related Salary companies, clients, and business partners, as required, to ensure a high standard of client service is & responsibilities:
- Manage clients questions and queries ensuring they are addressed applying to schemes/clients.
- Appropriately store/input and reference all client documentation within required as per company policy.
- Record all client financial transactions, this includes investments relevant tax offices to ensure efficient resolution of client queries.
- Act as a signatory, once approved
share this job on whatsappClient Liaison Consultant
Umhlanga Rocks
8000 Monthly As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction. Providing Providing exceptional and professional client service to ensure all processes are followed timeously and accurately information of members.
Client Liaison Consultant (temporary)
Umhlanga Rocks
8000 Monthly a Contractual 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 information of members.
Client Consultant Umhlanga
Fouche & Co Pty LtdUmhlanga Rocks
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
Client Liaison Consultant
Fouche & Co Pty LtdUmhlanga Rocks
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
Project Manager Client Sandton
Digiterra Ltd.Sandton
experience in terms of Client Risk projects such as Anti Money Laundering which includes Client Due Diligence
Client Service Manager
FreerecruitCentral Johannesburg
by its successful client service team, and we’re on the hunt for a qualified client service manager to You will need a formidable understanding of all client service management requirements, the ability to Maintain working relationships with existing clients to ensure they receive exceptional service and executive-level. Achieve sales goals by assessing current client needs and following a defined selling process with anticipating and ensuring clients’ needs are met and regularly engaging and exceeding client expectations. Recognising
Client Specialist Umhlanga
Affirmative Portfolios - DurbanUmhlanga Rocks
R20 000 pm 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
Client Services Consultant NEW
Cape Town City Centre
Responsibilities:
- Provide client services to investors via various communication communication channels
- Providing technical support in terms of Collective Investment Schemes and retirement month-to-month basis by offering products to the clients.
- Prevent losses that may occur in the business g. staff surveys etc)
- Participate and support corporate social responsibility initiatives for
to enhance processes; systems and policies and support the implementation of new processes; policies and
Client Services Consultant NEW
Dearx Services LtdCape Town Region
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
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