Scope of work
Overview:
Our client, a well-established hedge fund manager, with a long history of delivering delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role high service levels and building positive client relationships. Responsibilities include client onboarding onboarding and effectively managing all client queries.
Responsib
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
recruitment for a Client Service Specialist for a company in the asset and private wealth management sector. The great opportunity to take ownership of the client service function and play a vital role in the company's growth. Key Responsibilities: Client Relations: Be the primary contact for client inquiries. Build and maintain strong client relationships through proactive communication and exceptional service. Address client requests and adherence to Service Level Agreements. Regulatory Compliance: Ensure all client interactions comply
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
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
Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings etc.) General office 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, etc.) Assist with event planning where necessary Manage and drive outstanding requirements (FICA, Medicals
experience in developing test cases and plans
5 years recent experience as a Dealership Service Manager
alignment with established plans and policies.