Client Service Consultant Wealth Management Jobs in Western Cape
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Client Service Consultant
Freerecruit
South Africa
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 .
share this job on whatsappInvestment Client Service Consultant
Dk ConsultingCape Town Region
Join this listed Asset Management company and engage with clients face to face, via email or telephone ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years experience in an Asset Management business; business; Financial Services experience specifically Asset Management, Retirement Funds and Unit Trusts Offshore; Offshore; Call Centre experience in Financial Services business; Excellent business writing skills; Afrikaans
Client Service Consultant Cape Town
Dk ConsultingCape Town Region
Join this listed Asset Management company and engage with clients face to face, via email or telephone ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years experience in an Asset Management business; business; Financial Services experience specifically Asset Management, Retirement Funds and Unit Trusts Offshore; Offshore; Call Centre experience in Financial Services business; Excellent business writing skills; Afrikaans
Client Consultant South Africa
LabournetSouth Africa
R30 600 CTC CV to our Talent Pool to join a fast-growing consulting company who offers progression and exposure to multiple organisations and industries. The Client Relationship Consultant (CRC) is primarily responsible for relationships through engaging with prospective clients and existing clients. Through these engagements, the CRC prospective clients' needs and infiltrating their existing client base for cross service/solution initiatives relationships with their existing client base through the implementation of various Client Relationship Audits (CRA)
Wealth Manager (cfp) Market-related
The Talent ExpertsClaremont
Have you built a base in terms of wealth management and eager to transition over to a bigger corporate You are an experienced Wealth Manager with a knack for hunting for new clients while building trust and and delivering top-notch client service to ultra-high net worth clients. You excel in influencing others you'll be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts cultivating relationships with both new and existing clients. Your role will involve providing comprehensive
Customer Service Consultant Pinelands
Quest Staffing SolutionsPinelands
R15 000 per month seeking Customer Service Consultants - 3 Months Projec t | Pine Lands (Cape Town), for our client in the Finacial Finacial Services Sector. MUST be availabl e to start on the 1st August 2024 MUST have a CLEAR Credit & and senseticve to othe Customers needs Deal with client enquireries via telephone(inbound and outbound) level of escalations and complaints Effectively manage the customers expectations Matric or NQF level Experience ( 6 months) in Inbound / Outbound customer service contact centre role Ability to communicate in additional
Customer Service Consultant
Job CrystalWestern Cape
Customer Service Consultant - Western Cape A dynamic, vibrant and growing cosmetics business is looking Customer Service Consultant to join their Call Centre team. The main role of the Customer Service Consultant received the order, send members details to an ICU consultant for them to follow up and assist Missing items contact details and full notes. Follow up with the Consultant for an invoice number Members without collection equivalent 2 - 3 years' experience in customer service, CRMs, or related field Knowledge of CRM systems
Client Success Manager
Job CrystalWestern Cape
Client Success Manager - Western Cape A dynamic, vibrant and growing IT company is looking for Client Client Success Manager to be responsible for ensuring the retention, long-term success, and satisfaction of of our clients by leveraging data analysis to drive strategic initiatives. This position involves building building strong relationships with clients, understanding their needs, and optimizing their experience experience with the company's products and services, and using data insights to develop tailored strategies that
Wealth Planner Johannesburg / Pretoria
Nexus RecruitmentSouth Africa
100% Commission based Requirements DUTIES AND RESPONSIBILITIES: Source clients through networking and referral initiatives. Build lasting relationships with clients through excellent ongoing client services Give objective professional professional advice based on client needs and objectives Build a long-term professional, profitable business Market
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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