Scope of work
full-time Entry Level Direct Sales & Customer Service Agent who is career minded and possesses unmatched Qualification •Grade 12 / Matric The post Client Service Consultant appeared first on freerecruit.co.za .
listed Asset Management company and engage with clients face to face, via email or telephone providing processes. Trouble-shoot and problem solve and ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years experience in an Asset Management business; Financial Services experience specifically Asset Management, Retirement Offshore; Call Centre experience in Financial Services business; Excellent business writing skills; Afrikaans
JHB002260-RH-1 My client a leader in the Investment Management sector is looking for an Authorizer Client Service Service Consultant to join their UT MANCO Client Services team. Must have completed Diploma / Bachelors Degree in an Asset Management / Unit Trust / LISP client service environment. Scope of work Accurate review
listed Asset Management company and engage with clients face to face, via email or telephone providing processes. Trouble-shoot and problem solve and ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years experience in an Asset Management business; Financial Services experience specifically Asset Management, Retirement Offshore; Call Centre experience in Financial Services business; Excellent business writing skills; Afrikaans
Currently Looking for Banking Sales Consultants for the below areas: Johannesburg South, East Rand and revenue and collections targets as defined by the bank • Meet and exceed individual activity metrics for & Customer targets as set by the Bank • Effectively execute the Banks sales strategy in respect of Product Product & Value Added Services(Up Selling, Cross Selling & Capital Take Up) • Outbound calling generate new business • Participates in cross selling bank products. • Maintain detailed tracking of pipeline
- Allocation of deposits that reflect on bank statements
- Reconciliation >Balancing
- Daily Balancing of bank statements with all transactions
- ustomer Service
- Provide excellent Customer service and identify Reporting
Ensure all reports e.g., dashboard, service logs, summaries, journals, etc. policies and procedures systematically filed
Permanent access to all portals, banks, and strict confidentiality of logins/passwords
Take fully detailed bookings and advise clients of details pertinent to their bookings. Capture bookings bookings into computer same day , in order that the client may submit their Container Release requirements relevant Trade Manager, where applicable. Advise clients of latest schedule information. Action Operational spectrum of Landside Charges. Filing rates Advise clients timeously of transshipments details if required comply with LC requirements, as required by the clients – to be checked by channel controller. Assisting
systems and provide co-ordination support to the Client Services & Projects division. Desired Skills, Experience guidelines relating to the Client Services and Projects' Provincial office in consultation with the Senior Manager: Manager: Client Services and Projects. Assist in the monitoring, evaluation and reporting on progress of contribute to client satisfaction. Provide input and formulate business presentations in consultation with the flagging them as required. Work with the Head clients services and projects to prioritize an agenda and focus
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
Essential:
• 2 Years’ experience in Financial Services, preferably in Wealth Management • Hard working
• 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
•