Hiring: Client Services - Account Opening (AML/DD/EDD)
An excellent opportunity for for a client services administrator to join a rapidly growing financial services firm based in Rosebank
know your client/due diligence requirements
The Role:
• Opening of client accounts
• accounts
• Dealing with a variety of client queries
• Updating of static data on internal systems
• transfers
• Providing clients with online access
• Creation of client correspondence, when necessary
•
Key Responsibilities:
to clients. Provide required information and documents to clients. Prepare trip reports of client meetings record the details for future reference. Submit client meeting reports to manager or supervisor. Provide accounts closure applications. Develop liaison with client service and collection department to provide required meetings with clients. Monitor client satisfaction through follow up on solving client issues and problems measures to research and resolve client raised issues. Collaborate with clients to identify and implement value
for a Client Director to join our team.  The purpose of the client director role is deliberate and dedicated focus on all large (R100m+) clients / programmes or those that have the potential to better serve, add value and support a particular client, while bringing the best of iOCO to the fore to
What you’ll do:
Our client is currently seeking Portfolio Manager (Residential) to join their finance team in Johannesburg
REQUIREMENTS
Office 365
· Administrative skills
· Client interaction skills
EXPERIENCE RE
utility sites on Copper Monthly
Reporting
the Manager of a specialized Community Scheme Portfolio. The job requires that you have: Excellent health producers. Any other reasonable requests from the portfolio manager Legislative Duties: Attending to Community
Our client is seeking a senior Property Portfolio Manager with a Property Management qualification and
passion for property management, to manage a portfolio of diverse community schemes. Meetings Attend for all community schemes under the assigned portfolio. Chair and/ or taking minutes of such meetings reports are generated for each building in the portfolio. Reports to be checked and distributed by priority buildings in a portfolio. Update and renew insurance policies for buildings in the portfolio. Facilitate and audit specialists for all buildings in a portfolio. Finalise the audited financials and distribute