Scope of work
Overview:
Our client, a well-established hedge fund manager, with a long history delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role high service levels and building positive client relationships. Responsibilities include client onboarding onboarding and effectively managing all client queries.
Responsib
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 experience in an Asset Management business; Financial Services experience specifically Asset Management, Retirement Offshore; Call Centre experience in Financial Services business; Excellent business writing skills; Afrikaans
Overview: We are a recruitment for a Client Service Specialist for a company in the asset and private great opportunity to take ownership of the client service function and play a vital role in the company's growth. Key Responsibilities: Client Relations: Be the primary contact for client inquiries. Build and maintain strong client relationships through proactive communication and exceptional service. Address client requests and adherence to Service Level Agreements. Regulatory Compliance: Ensure all client interactions comply
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 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 experience in an Asset Management business; Financial Services experience specifically Asset Management, Retirement Offshore; Call Centre experience in Financial Services business; Excellent business writing skills; Afrikaans
URGENT: Customer Service Executives needed in Cape Town:
Basic Function:
The Advocate insurance or similar industry
-Must have a clear
achievement of assigned targets in alignment with Service Level Agreements (SLAs). Your responsibilities quality within predefined parameters and controlling claim costs to minimize leakage. Maintaining accuracy reserves and payments while managing the lifecycle of claims is crucial. Adherence to company policies and procedures calls, as well as other correspondence related to claims. Emphasizing customer satisfaction, building rapport delivering excellence and maintaining high standards in claims management. QUALIFICATIONS English language proficiency
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
all GAP claim documents received and to request any outstanding documents • To follow the claims process and capture the claim information onto the system • To verify and update any client personal information the validity of the claim in accordance with the terms and conditions of the clients policy document and and to make the relevant claim notes on the system • To ensure a clients claim expectation is adequately communicating with the client or broker regarding their claim • To meet your daily minimum claim targets with a