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Client Liaison Receptionist Jobs in Westville, Kwazulu Natal

Jobs 1-10 of 39

Senior Receptionist

Westville  Market related

with members and staff

  • Managing of Receptionist
  • Monitoring of access and overrides for lving member complaints
  • Training of Receptionist
  • Experience & Competencies


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    Personal Assistant Management Westville

     Yates RecruitmentWestville

    essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial


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    Personal Assistant (investment Management)

     Yates RecruitmentWestville

    essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial


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    Company Secretary Westville

     Outside CapitalSouth Africa

    Our client is seeking a meticulous and strategic professional to ensure the highest standards of corporate managing financial transactions, and acting as a liaison with key stakeholders to maintain transparency


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    Financial Adviser Umhlanga, Westville, Mount Edgecombe, Kloof, Pmb

     Liberty Standard Bank GroupSouth Africa

    Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs


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    Financial Adviser High Commission Earning Potential

     Liberty Standard Bank GroupSouth Africa

    Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs


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    Professional Financial Adviser

     Liberty Standard Bank GroupSouth Africa

    financial planning advice to private and business clients by identifying their Investment and lifestyle needs cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and • Manage and strengthen relationships • Resolve client concerns, queries and/or complaints Matric is essential providing excellent customer service and growing your client base • Full training and mentorship • Rewarding


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    Financial Adviser Kloof; Umhlanga; Westville, Pmb, Pretoria

     Liberty Standard Bank GroupSouth Africa

    financial planning advice to private and business clients by identifying their Investment and lifestyle needs cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and • Manage and strengthen relationships • Resolve client concerns, queries and/or complaints Matric is essential providing excellent customer service and growing your client base • Full training and mentorship • Rewarding


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    Wealth Planner Bryanston (gauteng), Westville (kwazulu Natal), Century City (western Cape)

     Eq-fin BryanstonSouth Africa

    career and grow your portfolio. Work directly with clients as their financial wellness coach, helping them their financial goals Develop a roadmap to help clients build, protect, and transition their finances and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience goals of clients according to their specific lifestyles and financial needs Meet with clients to form for creating and accumulating wealth Obtain new clients and be innovative in crafting solutions to improve


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    Sales Representative

     FreerecruitWestville

    company’s positive image ● Liaise with exciting clients and assist with Technical enquiries ● Design Refrigeration equipment to client’s specifications ● Build long term relationships ● Build new client base on a continuous


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