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Client Service Consultant Wealth Management Jobs in Stellenbosch, Western Cape

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Client Support Consultant (ch1029)

Stellenbosch

Our client, who developed a financial wellness and inclusion platform that allows employees early earned wages, is looking for Client Support Consultants.

Requirements:Services

  • Experience in working with contracts (Service level agreement).
  • Good relationship with clients. (Proficient in the English language
  • Facilitate and manage a successful successful onboarding process of new clients
  • Good computer skills
  • Wealth Analyst | Stellenbosch

    Stellenbosch  R 540 000 - R 780 000 Per Annum

    Our client are seeking a highly motivated Wealth Analyst to join our team of financial professionals exceptional service to our high-net-worth clients.
    Responsibilities:

    • Client Engagement: Engagement: Build strong relationships with clients, conduct portfolio reviews, and present financial performance tailored to clients' unique financial needs and goals.
    • Meeting Support: Attend client meetings meetings alongside Wealth Managers, take detailed notes, and follow up on action items.
    • Communication:


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    Client Support Consultant Stellenbosch, South Africa

     Capital H StaffingStellenbosch

    Description Our client, who developed a financial wellness and inclusion platform that allows employees already earned wages, is looking for Client Support Consultants . Requirements: Min 3 year's working experience with Customer Success Services Experience in working with contracts (Service level agreement). Good relationship with clients. (Proficient in the English language Facilitate and manage a successful onboarding onboarding process of new clients Good computer skills MS Office (Word, Excel, PowerPoint) Power BI (advantageous)


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    Client Advisor

    Stellenbosch  Market related

    required

  • Must have previous experience in producing management accounts and VAT returns
  • Strong accounting st have attention to detail and the ability to manage workloads under stringent deadlines
  • Above-average stakeholders of all levels, including Line Managers and Clients, will be required
  • Must be willing be responsible for:
    • Managing clients expectations and delivering up to date financials
    • Preparing and reviewing VAT returns, management reporting, CIS returns and P11Ds.
    • Reviewing


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  • Client Advisor

     Mayfly Agri LtdStellenbosch

    seeking a dynamic Finance Client Adviser, to deliver accounting and compliance services to their portfolio of of high-clients and to prepare and review management accounts, with the aim to assist clients in making required Must have previous experience in producing management accounts and VAT returns Strong accounting knowledge Must have attention to detail and the ability to manage workloads under stringent deadlines Above-average stakeholders of all levels, including Line Managers and Clients, will be required Must be willing to learn


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    Client Support Officer-stellenbosch

     Csg ResourcingStellenbosch

    My client is looking to hire a Client Support Officer in Stellenbosch. Managing existing client relationships are met promptly and professionally. Addressing client queries and acting as liaison between the banks effectively manage any incoming tasks. Collaborate with internal teams to address client and bank-related bank-related issues. Handling all client interactions in a professional and respectful manner 3 - 5 years' experience experience in a similar client service support role, ideally in an operations environment; Full understanding


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    Client Supporter Stellenbosch

     Csg ResourcingStellenbosch

    My client is looking to hire a Client Support Officer in Stellenbosch. Managing existing client relationships are met promptly and professionally. Addressing client queries and acting as liaison between the banks effectively manage any incoming tasks. Collaborate with internal teams to address client and bank-related bank-related issues. Handling all client interactions in a professional and respectful manner 3 - 5 years' experience experience in a similar client service support role, ideally in an operations environment; Full understanding


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    Client Advisor Stellenbosch

     Mayfly Agri LtdStellenbosch

    seeking a dynamic Finance Client Adviser, to deliver accounting and compliance services to their portfolio of of high-clients and to prepare and review management accounts, with the aim to assist clients in making required Must have previous experience in producing management accounts and VAT returns Strong accounting knowledge Must have attention to detail and the ability to manage workloads under stringent deadlines Above-average stakeholders of all levels, including Line Managers and Clients, will be required Must be willing to learn


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    Logistics Consultant

    Stellenbosch

    company's success?

    Our client, a market leader in logistics solutions exceptional customer service. They are looking for a talented Logistics Consultant to join their team!

    In ld strong relationships with new and existing clients, ensuring their needs are met.

  • Negotiate profitable contracts with clients and transport providers.
  • Manage allocated volumes and optimize in Southern Africa.
  • Excellent customer service and relationship-building skills.
  • Strong


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  • Sales Consultant Stellenbosch

     Hunt For Success Pty LtdStellenbosch  R18 000 - R25 000

    communication and language skills. Client Relationship Management Establish and nurture relationships relationships with both new and existing clients, including conducting regular visits. Develop and strengthen relationships relationships with current transporters, clients, and truck drivers. Client and Transporter Expansion Actively Build and maintain relationships with potential clients and transporters, understanding their needs and effectively with clients to keep them informed about the status of their cargo. Haulage Services Provide timely


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    Average Annual Salary

    for Client Service Consultant Wealth Management jobs in Stellenbosch, Western Cape
    R 418,400