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Client Service Consultant Wealth Management Jobs in South Africa

Jobs 1-10 of 24781

Client Service Consultant: Authoriser

Cape Town City Centre  28000 Monthly

Scope of work

  • Accurate review of all new business & authorise of account opening applications
  • Ensuring Quality of all capturing Subscription, Redemption and Switch instructions
  • Authorise all flows before SLA deadlines
  • Ensure the correct capturing of all regul


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Client Service Consultant

 FreerecruitSouth 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 .


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Investment 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


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Wealth Consultant

 Liberty Standard Bank GroupHillcrest

prospecting to establish and maintain long-term client relationships ( generate new business via various prospecting and referrals) Attend meetings with clients, both in-person and virtual Conduct detailed financial protect the financial security and wealth of others Assist clients in achieving their financial goals maintain and grow client portfolios Assist with queries and complaints Do regular client reviews Remain : Proven track record in sales and client relationship management Ability to work independently but as


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Client Service Consultant Cpt - Cbd

 Dynexity Pty LtdCape Town City Centre

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 with experience in an Asset Management / Unit Trust / LISP client service environment. Scope of work Accurate


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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


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Financial Services (wealth Management) Administrator

Port Elizabeth  Monthly

administrative experience within a financial services (wealth management) brokerage.

  • Excellent computer
  • Preparation, summary and administration of quotes and client portfolio updates.
  • Capturing of details due diligence process on a client.
  • Book and prepare review client files. Make sure all reviews required for the month and set targets.
  • Handle client queries timeously and effectively and follow up new files for potential new clients (digital).
  • General Servicing - Amendments and submitting


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  • Client Service Account Manager

     FreerecruitCentral Johannesburg

    Software Development Solutions External Client Service Account Manager – Gauteng Permanent position Matric working experience in the IT software solutions services rendered to EITHER: the Pension, Provident and Financial services /OR Healthcare Industries or other financial services Must have Project Managing working Software solutions and in SDLC and Agile Project Management businesses processes Experience gained in travelling External Clients at their premises to discuss software solution needs for the External Clients premises


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    Client Service Manager Parktown

     Catch RecruitJohannesburg

    seeking a Client Service Manager to ensure that our clients receive the highest level of service. The ideal lead a team in delivering excellent service and support to clients in a ride sharing environment. Key Monitor and analyze client feedback and data to identify areas for improvement Consult on incidents - check check in Manage support tickets Review weekly reports for incidents and strategise solutions Answering Answering client facing emails Primary Point of Contact for managers and supervisors Develop and implement strategies


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    Client Service Manager

     Catch RecruitJohannesburg

    seeking a Client Service Manager to ensure that our clients receive the highest level of service. The ideal lead a team in delivering excellent service and support to clients in a ride sharing environment. Key Monitor and analyze client feedback and data to identify areas for improvement Consult on incidents - check check in Manage support tickets Review weekly reports for incidents and strategise solutions Answering Answering client facing emails Primary Point of Contact for managers and supervisors Develop and implement strategies


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    Average Annual Salary

    for Client Service Consultant Wealth Management jobs in South Africa
    R 452,936