• To be logged onto the Client Services inbound telephone queue and web touchpoint • Resolve a minimum and update if necessary all personal contact information for clients including the Medical Aid details • 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
opportunity to work within a financial sales outbound contact center where you will receive qualified leads, outputs, with the end customer in mind Optimal operational efficiencies must be maintained Adapt and change changing business operational requirements Financial Advice Effectively handles all client queries professionall technology in a professional, client-centric manner Matric Contact Centre Experience – min 12 months Customer
might be for you!
Position: Client Operations Specialist
Purpose The Client Operations Specialist will provide administrative support and ensure smooth operational processes processes for client accounts. The candidate will handle client on boarding and asset transitions, working working closely with the Client Management team and other internal teams to ensure efficient transition resolve inquiries, contributing to an exceptional client service experience.
industry expertise to help our clients turn data into insights, streamline operations, improve customer experience transform their business. Our partnerships with clients are built on a foundation of collaboration - and workflows that reduce risk or power your growth. Clients choose EXL as their transformation partner for stellar client references, and maintaining a solid balance sheet are reassuring to our C-suite clients. Find yourself why clients, employees, and analysts think we're some of the best in the business. Contact us to see
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
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 point of contact, understanding client needs, facilitating communication, and driving client satisfaction 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
Scope of work
and Johannesburg, as well as with clients and external business contacts. From identifying payment requirements providing support for investment reporting and client meetings, your role will be varied and rewarding to apply For a confidential discussion please contact Claudette on (021) 035 1433 or send your CV to
financial services (distinct advantage) Attributes: Client oriented Action oriented, showing initiative Good networks and relationships, internally and with clients Able to effectively multi-task and manage conflicting timely and accurate responses to client inquiries, and managing client expectations A passion to learn administration and client service. This remote role involves coordinating various operational tasks and providing providing essential support to the client operations team. The Client Operations Coordinator will manage and
Overview:
Our client, a well-established hedge fund manager, with a long history history of delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role levels and building positive client relationships. Responsibilities include client onboarding and effectively effectively managing all client queries.
Responsibilities: