Hiring: Client Engagement Specialist (Cape Town)
As a Client Engagement Specialist within Sustainability you will be responsible for managing and enhancing relationships with clients, ensuring they receive maximum 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
Overview:
Our client, a well-established hedge fund manager, with a long history of delivering 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 positive client relationships. Responsibilities include client onboarding and effectively managing all client positive and professional client service experience
seeking a rewarding career in fiduciary asset management? Do you have strong communication and interpersonal for you!
Position: Client Operations Specialist
Purpose of the Position: Position: The Client Operations Specialist will provide administrative support and ensure smooth 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
experienced but also passionate about client take-ons, managing the transition process and driving efficiency team. Responsibilities: Engage and assist with new client take-ons, transitions and take-offs Assist with operations Utilise technology stack for client relationships Use client reports and dashboards to better communicate Minim of 5 years fund accounting experience with client take-on, transitions and take-offs exposure Advanced
recruitment for a Client Service Specialist for a company in the asset and private wealth management sector. The candidate will have a strong understanding of financial regulations (FSCA), exceptional communication is a 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
the skills and expertise of an experience Risk Specialist - ERM / ORSA
Risk: Identification
and annual returns / Incident response / Crisis management / Training / Risk Analysis / Scenario Analysis
Actuarial / Quants) prefered
Financial Risk Management / B. Com Risk Management
5 years of experience
experience in Risk Management within the Financial Services industry essential
ORSA and ERM skills needed
Hiring: Energy Efficiency Consultant (Client Engagement Specialist) - Cape
Company
Overview: sector. We are seeking a passionate Client Engagement Specialist with expertise in Energy Efficiency drive client satisfaction and project success.
Key Responsibilities:
1. Client Relationship Relationship Management:
Act as the primary point of contact for clients, addressing inquiries, concerns concerns, and feedback.
Lead client onboarding processes and ensure smooth setup of data analytics
Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE in the Financial Industry Provide holistic administrative support to financial advisor Manage advisor's 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, etc.) Assist with event planning where necessary Manage and drive outstanding requirements (FICA, Medicals
with a interest for sustainable finance and financial management skills. If you hold a finance or accounting success in financial leadership, seize the moment and apply today Job Description: As the Financial Manager following duties: Preparing financial reports and statements in accordance with financial regulations and policies reviewing financial information to provide valuable insights Develop and maintain financial models to Communicate complex financial information to non-financial stakeholders Review, monitor and manage budgets to
the Financial Manager, you will be responsible for the following duties:
Preparing financial reports
accordance with financial regulations and policies
Collecting, interpreting and reviewing financial information
maintain financial models to support business decision making
Communicate complex financial information
information to non-financial stakeholders
Review, monitor and manage budgets to optimize financial performance
financial performance
Provide guidance to the accounts