Client Financial Management Specialist Jobs in South Africa
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Client Engagement Specialist
Cape Town City Centre
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
share this job on whatsappClient Implementation Specialist
Westlake
Market related experienced but also passionate about client take-ons, managing the transition process and driving efficiency /strong>
- Engage and assist with new client take-ons, transitions and take-offs
- Assist operations
- Utilise technology stack for client relationships
- Use client reports and dashboards to better similar
- Minim of 5 years fund accounting experience with client take-on, transitions and take-offs exposure
- Advanced
Client Specialist Umhlanga
Srg Recruitment Ltd.South Africa
Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years private wealth manager. Strong and fundamental understanding and knowledge of Financial Markets, Securities Securities and Financial Instruments being Equities, Fixed Income, Bonds, Listed Property & Cash Instruments FSCA tertiary qualification, completed PGD in Financial Planning and RE 5 as well as licensed for Category
Client Service Specialist
Cape Town City Centre
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
Client Operations Specialist
Cape Town City Centre
Negotiable 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
Client Migration Specialist
Network FinanceNorth Johannesburg
cloud-based solution for incentive plan management, including share management and boasts some of the continent's continent's biggest companies as their clients. The ideal candidate must be comfortable with IFRS 2, must also of client meetings and will also function as lead for technical accounting matters. As the Client Management product to onboard clients and client information onto the platform, and manage client requirements Implement Assist clients with IFRS 2 and incentive related queries and in using the system Maintain client relationships
Client Specialist Johannesburg North
Network FinanceNorth Johannesburg
cloud-based solution for incentive plan management, including share management and boasts some of the continent's continent's biggest companies as their clients. The ideal candidate must be comfortable with IFRS 2, must also of client meetings and will also function as lead for technical accounting matters. As the Client Management product to onboard clients and client information onto the platform, and manage client requirements Implement Assist clients with IFRS 2 and incentive related queries and in using the system Maintain client relationships
Client Manager
Pietermaritzburg
JOB PURPOSE:
Manage the operation of the co-office workplace to ensure all
exceed agreed
occupancy levels.
1.3. Manage onboarding and offboarding procedures with incoming
incoming and outgoing members.
1.4. Manage relationships with members and deal with questions and complaints
accounts either to payment, or in extreme cases manage eviction.
1.8. Variable Expenses invoicing:
1.11. Payment Management
1.12. Age analysis
1.13. Payment chase
Client Implementation Specialist Cape Town
Ca Financial AppointmentsCape Town Region
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
Client Service Specialist Cape Town
O'brien RecruitmentCape Town City Centre
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
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