All Category Jobs in Umhlanga Rocks, Kwazulu Natal
Client Relationship Specialist - Wealth Management
Umhlanga Rocks
20 000 + monthly bonuses based on KPI's
- Attend to all existing client queries and requests
- Handle, maintain, and track of all leads received template and daily figures
- Liaison with all clients allocated to the Wealth Specialist team
- Making correct paperwork for all set appointments and all reviews
- Checking of all deal packs and will
subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20
share this job on whatsappClient Specialist Umhlanga
Isisekelo RecruitmentUmhlanga Rocks
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth will include but not be limited to: Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such the correct paperwork for all set appointments and all reviews Checking of all deal packs and will applications subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20
Client Relationship Specialist
Isisekelo RecruitmentUmhlanga Rocks
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth will include but not be limited to: Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such the correct paperwork for all set appointments and all reviews Checking of all deal packs and will applications subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20
Client Specialist Umhlanga
Express Employment Professionals Durban NorthUmhlanga Rocks
services all existing clients of the Company that form part of an allocated team. Attending to all existing of service. Handling, maintenance and tracking of all leads received by the team Making and confirming the correct paperwork for all set appointments and all reviews. Checking of all deal packs and will applications licensed for the following subcategories on a Category 1 FSP license Class of Business training completed
Client Relationship Specialist
Express Employment Professionals Durban NorthUmhlanga Rocks
services all existing clients of the Company that form part of an allocated team. Attending to all existing of service. Handling, maintenance and tracking of all leads received by the team Making and confirming the correct paperwork for all set appointments and all reviews. Checking of all deal packs and will applications licensed for the following subcategories on a Category 1 FSP license Class of Business training completed
Client Specialist Umhlanga
Yates RecruitmentUmhlanga Rocks
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth they work for. They provide first class service to all clients and as such increase the Company's market actively incentivised in this regard. Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as
Client Relationship Specialist
Yates RecruitmentUmhlanga Rocks
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth they work for. They provide first class service to all clients and as such increase the Company's market actively incentivised in this regard. Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as
Client Relationship Specialist
Umhlanga Rocks
responsibilities:
- Attending to all existing client queries and requests timeously and service.
- Handling, maintenance and tracking of all leads received by the Wealth Specialist team such template and daily figures
- Liaising with all clients allocated to the Wealth Specialist team as company's CRM package XPlan
- Checking of all deal packs, cover schedules and will applications services
- Licensed for the following subcategories on a Category 1 License
- Class of Business training completed
Client Specialist Umhlanga Rocks, South Africa
Pronel PersonnelUmhlanga Rocks
growing team. Key responsibilities: Attending to all existing client queries and requests timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures Liaising with all clients allocated to the Wealth Specialist team as use of the company's CRM package XPlan Checking of all deal packs, cover schedules and will applications Licensed for the following subcategories on a Category 1 License Class of Business training completed
Customer Relationship Officer
Express Employment Professionals Durban NorthUmhlanga Rocks
Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated qulaified Attending to all existing client queries and requests timeously Handling, maintenance and tracking of all leads with all clients allocated to the team Making and confirming of appointments Assisatnce with all outsanding
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