Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings General office duties - Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure 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
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires
REQUIREMENTS
dynamic candidate to lead the member engagement and retention business.
What will you do:
Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings General office duties - Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure 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 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
not only experienced but also passionate about client take-ons, managing the transition process and driving /strong>
Scope of work
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: