• To be logged onto the Client Services inbound telephone queue and web touchpoint • Resolve a minimum necessary all personal contact information for clients including the Medical Aid details • To ensure relevant potential claim disclosure is communicated to the client when necessary • To achieve a minimum QA (quality decision pertaining to a client query when necessary • Dealing with client queries professionally, adequately the telephone within 2 rings and resolving the client/broker query/request in a professional and timeous
Scope of work
listed Asset Management company and engage with clients face to face, via email or telephone providing processes. Trouble-shoot and problem solve and ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years Retirement Funds and Unit Trusts Offshore; Call Centre experience in Financial Services business; Excellent
to join our dynamic team In this exciting call centre-based marketing position, you'll have the opportunity Responsibilities: Collecting information from potential clients for marketing purposes Achieving weekly targets Growth opportunities. No experience required. Call centre experience is preferred. All training is provided
to join our dynamic team In this exciting call centre-based marketing position, you'll have the opportunity Responsibilities: Collecting information from potential clients for marketing purposes Achieving weekly targets Growth opportunities. No experience required. Call centre experience is preferred. All training is provided
JHB002260-RH-1 My client a leader in the Investment Management sector is looking for an Authorizer Client Service Service Consultant to join their UT MANCO Client Services team. Must have completed Diploma / Bachelors Degree experience in an Asset Management / Unit Trust / LISP client service environment. Scope of work Accurate review
listed Asset Management company and engage with clients face to face, via email or telephone providing processes. Trouble-shoot and problem solve and ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years Retirement Funds and Unit Trusts Offshore; Call Centre experience in Financial Services business; Excellent
Hiring: Energy Efficiency Consultant (Client Engagement Specialist) - Cape
Company
Overview: the energy sector. We are seeking a passionate Client Engagement Specialist with expertise in Energy drive client satisfaction and project success.
Key Responsibilities:
1. Client Relationship of contact for clients, addressing inquiries, concerns, and feedback.
Lead client onboarding processes aborate closely with internal teams to oversee client projects, ensuring they are delivered on time and
Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE diary (Client birthdays, meetings etc.) General office duties - Scanning, printing etc Ensure client filing 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 repurchases and withdrawals Submitting transfers etc Consultant: Amelia Dienie - Dante Personnel Cape Town Apply
Hiring: Client Engagement Specialist (Cape Town)
As a Client Engagement Specialist within Sustainability for managing and enhancing relationships with clients, ensuring they receive maximum value from the data contact, understanding client needs, facilitating communication, and driving client satisfaction and retention Responsibilities:
Client Relationship Management:
Serve as the primary contact for clients, addressing
Build and maintain strong, long-lasting client relationships by understanding their business goals