review of all new business & authorise of account opening applications
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 review of all new business & authorize of account opening applications Ensuring Quality of all capturing
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
Overview:
Our client, a well-established hedge fund manager, with a long history 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
your articles and keen to grow within financial services? Is this you? You've completed you're SAIPA/ SAICA gained experience in financial services or audited financial services. You're adept at managing deadlines world of investments while still applying your accounting background. What you'll be doing (and why you'll this role, you'll be responsible for maintaining accounting records and producing accurate financial statements both Cape Town and Johannesburg, as well as with clients and external business contacts. From identifying
Overview: We are a recruitment for a Client Service Specialist for a company in the asset and private 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
The Customer Service Representative (Sales Support) will play a crucial role in assisting our International
processing orders,
and managing customer accounts.
- Coordinate with other departments to ensure
ensure timely delivery of products and services.
- Maintain accurate records of customer interactions
management.
- Provide exceptional customer service by understanding customer needs and offering
- Proven experience in a customer service or sales support role.
- Excellent verbal
/>Skills / competencies and experience
- Strong client focus and interest in investments
- Highly
The External Consultant will be responsible for the acquisition of new business clients (with a turnover existing clients. In partnership with an Internal Consultant deliver an exceptional client service to business business clients and being a connector and an “enabler” for client’s needs into the other divisions of of our client’s Group, for example, Business, Private Bank and Wealth & Investment.
Management: