experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
write offs Client investment duties on various investment platforms: Corporate Saver, Standard Bank TPFA, interest journals for client investment accounts and reconciliations Monthly Trust bank reconciliations: FNB FNB, Nedbank, Standard Bank, ABSA Management of advocate payments during the month Trustworthy Good time
a passion for investment administration and client service. What you'll be doing (and why you'll enjoy enjoy it) In this role, you'll be overseeing daily banking processes, ensuring accurate fund pricing, and financial records and deliver high-quality client service, contributing to the team's success in a challenging You'll be joining a leading South African financial services firm specializing in transfer agency administration our client navigates regulatory landscapes with expertise, ensuring robust governance and client-focused
manage payment and billing details of external service providers, contractors and vendors
manage payment and billing details of external service providers, contractors and vendors Verify payments through the company account and coordinate with the bank Create daily reports for management and team members
exceptional sales service resulting in the generation of business from new and existing clients, therefore contributing Knowledge of financial service products Must have experience in a call Centre or client service environment Must
exceptional sales service resulting in the generation of business from new and existing clients, therefore contributing Knowledge of financial service products Must have experience in a call Centre or client service environment Must
hunting for new clients while building trust and delivering top-notch client service to ultra-high net net worth clients. You excel in influencing others, have a strong grasp of financial markets, and are cultivating relationships with both new and existing clients. Your role will involve providing comprehensive crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic
hunting for new clients while building trust and delivering top-notch client service to ultra-high net net worth clients. You excel in influencing others, have a strong grasp of financial markets, and are cultivating relationships with both new and existing clients. Your role will involve providing comprehensive crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic