stakeholders of all levels, including Line Managers and Clients, will be required
tax and accounting is seeking a dynamic Finance Client Adviser, to deliver accounting and compliance services of high-clients and to prepare and review management accounts, with the aim to assist clients in making stakeholders of all levels, including Line Managers and Clients, will be required Must be willing to learn new successful candidate will be responsible for: Managing clients' expectations and delivering up to date financials training. Ensuring confidentiality of sensitive client data. Collaborating with other team members in
tax and accounting is seeking a dynamic Finance Client Adviser, to deliver accounting and compliance services of high-clients and to prepare and review management accounts, with the aim to assist clients in making stakeholders of all levels, including Line Managers and Clients, will be required Must be willing to learn new successful candidate will be responsible for: Managing clients' expectations and delivering up to date financials training. Ensuring confidentiality of sensitive client data. Collaborating with other team members in
WELCOME Responsibilities for Client Care Team Lead: Interact with clients and build relationships with value to existing client quotations by upselling products Oversee a team of client care consultants and exceptional client experience Mastermind creative ways to deliver an exceptional client experience Resolve Resolve complex client problems or disputes in a professional manner Matric Well Spoken Organisational
is for you.
We are looking for Financial Advisor
Qualifications:
- Matric /NQF4
-
Maintaining Relationships with Dealers • Quoting Clients • Sales Responsibilities and Duties • To contact and via WhatsApp. • Gathering information from clients in order to provide them with insurance quotes up to date. • Selling the relevant quote to the client and assisting them in making an informed decision conclusion. • Liaising with Underwriting: make sure the client has been transferred to Underwriting to get the all details pertaining to last conversation with client. • ILD test – attending training and passing tests
reporting
sustained profitability, growth and business development of new clients to ensure maximum profitability. essential. Duties & Responsibilities: Growing of business Develop and open new accounts in various industries promote key industries to entertain profitable business relationships. Assess market trends and pricing recommendations with respect to the positioning of the business in various industries. Develop, present, and implement legislation. Client and Relationship Management Successful and positive interaction with all clients both internal
solutions has an opportunity for a customer-oriented Client Success Supervisor in the Western Cape Checking transportation for assignees and obtain approval from the client Distribute payslips weekly/monthly to assignees Ensure correct job requisition is received from the Client Ensure payroll department is presented with accurate issued Ensure that shifts are fully staffed as per client requirements Establish a relationship with the reports to the Client Provide feedback to Resource Centre on candidates supplied Understand client requirements
Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings etc.) General General office duties - Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure office is followed Manage client queries Gather and prepare information for client meetings (Reviews, proposals life cover etc. ) Implementing and monitoring client proposals and submitting applications Implementing