CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE Minimum requirements: qualification would be beneficial Minimum 3 - 5 years of experience in the Financial Industry Provide holistic administrative 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 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
Scope of work
you're SAIPA/ SAICA articles and you've gained experience in financial services or audited financial services both Cape Town and Johannesburg, as well as with clients and external business contacts. From identifying providing support for investment reporting and client meetings, your role will be varied and rewarding with either SAIPA or SAICA articles completed. Experience in financial services is essential and exposure
work experience Excel knowledge and feels comfortable working in Excel Administrative experience preferred preferred Support/troubleshooting experience preferred Industry Experience: Information and technology services 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
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:
position might be for you!
Position: Client Operations Specialist
Purpose urpose of the Position: The Client Operations Specialist will provide administrative support operational processes for client accounts. The candidate will handle client on boarding and asset transitions transitions, working closely with the Client Management team and other internal teams to ensure efficient an exceptional client service experience.
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires relevant qualification advantageous 2-5 Years experience in similar roles Proficient with Microsoft Office with invoices. Salary: R negotiable dependent on experience Join us on SOCIAL MEDIA or visit our WEBSITE
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires relevant qualification advantageous 2-5 Years experience in similar roles Proficient with Microsoft Office with invoices. Salary: R negotiable dependent on experience Join us on SOCIAL MEDIA or visit our WEBSITE