Scope of work
full-time Entry Level Direct Sales & Customer Service Agent who is career minded and possesses unmatched Skills •Communication •sales Desired Qualification •Grade 12 / Matric The post Client Service Consultant
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 and Unit Trusts Offshore; Call Centre experience in Financial Services business; Excellent business writing
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
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 and Unit Trusts Offshore; Call Centre experience in Financial Services business; Excellent business writing
• To be logged onto the Client Services inbound telephone queue and web touchpoint • Resolve a minimum necessary all personal contact information for clients including the Medical Aid details • To ensure relevant applicable potential claim disclosure is communicated to the client when necessary • To achieve a minimum decision pertaining to a client query when necessary • Dealing with client queries professionally, adequately the telephone within 2 rings and resolving the client/broker query/request in a professional and timeous
Take fully detailed bookings and advise clients of details pertinent to their bookings. Capture bookings bookings into computer same day , in order that the client may submit their Container Release requirements relevant Trade Manager, where applicable. Advise clients of latest schedule information. Action Operational spectrum of Landside Charges. Filing rates Advise clients timeously of transshipments details if required comply with LC requirements, as required by the clients – to be checked by channel controller. Assisting
systems and provide co-ordination support to the Client Services & Projects division. Desired Skills, Experience guidelines relating to the Client Services and Projects' Provincial office in consultation with the Senior Manager: Manager: Client Services and Projects. Assist in the monitoring, evaluation and reporting on progress of contribute to client satisfaction. Provide input and formulate business presentations in consultation with the flagging them as required. Work with the Head clients services and projects to prioritize an agenda and focus
Hiring: Client Services - Account Opening (AML/DD/EDD)
An excellent opportunity for for a client services administrator to join a rapidly growing financial services firm based in Rosebank
Essential:
• 2 Years’ experience in Financial Services, preferably in Wealth Management • Hard working
• know your client/due diligence requirements
The Role:
• Opening of client accounts
• accounts
• Dealing with a variety of client queries
• Updating of static data on internal systems
•
IT Software Development Solutions External Client Service Account Manager – Gauteng Permanent position working experience in the IT software solutions services rendered to EITHER: the Pension, Provident and or other Financial services /OR Healthcare Industries or other financial services Must have Project Managing External Clients at their premises to discuss software solution needs for the External Clients premises systems that External Client request to be developed and implemented. External Client support Verify tasks