Job Opportunity: Financial Services Network Consultant Are you a dynamic professional with a knack for development? Our esteemed client is seeking a Financial Services Network Consultant to join their team and efforts About the Role: As a Financial Services Network Consultant for our client, you will be at the forefront making professional appointments within the financial services industry. You will be responsible for building and maintaining networks, identifying potential clients, and arranging meetings. This role requires a proactive
(non-negotiable)
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
•
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The client services manager will form part of the dedicated team based at the Clients offices. The aim and efficiency improvement initiatives. The client services manager will be accountable to identify savings opportunities, implement the opportunities and the financial tracking of the baseline, savings and gainshare initiatives to reduce the cost baseline for the client Financial tracking of the baseline, savings and gainshare requirements in line with client operational requirements Review monthly client invoicing and debtor collection
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