solutions industry is looking for a Client Relationship Manager in Paarl. Client Relationship Management: Develop Develop and maintain positive relationships with clients through regular communication, meetings, and follow-ups prompt and satisfactory resolution Client Onboarding: Provide the client with onboarding documentation, including including contracts, service agreements, and any necessary forms Clearly outline terms and conditions educational resources to familiarize the client with your products/services Provide guidance on how to utilize
solutions industry is looking for a Client Relationship Manager in Paarl. Client Relationship Management: Develop Develop and maintain positive relationships with clients through regular communication, meetings, and follow-ups prompt and satisfactory resolution Client Onboarding: Provide the client with onboarding documentation, including including contracts, service agreements, and any necessary forms Clearly outline terms and conditions educational resources to familiarize the client with your products/services Provide guidance on how to utilize
Our client based in Paarl, a leading independent financial services company is recruiting for a Insurance Personal Assistant, preferably, to the Financial Services industry
OR a B-Degree with at least two-or-more preferably, but not limited to the Financial Services industry
Must be computer literate on a contact with client enquiries
Maintain client relations
Record keeping of client data on relevant relevant data base system
Preparation of client files according to legislation
Liaising with
Our client based in Paarl, a leading independent financial services company is recruiting for a Executive Personal Assistant, preferably, to the Financial Services industry OR a B-Degree with at least two-or-more preferably, but not limited to the Financial Services industry Must be computer literate on a basic of contact with client enquiries Maintain client relations Record keeping of client data on relevant relevant data base system Preparation of client files according to legislation Liaising with staff and suppliers
Our client based in Paarl, a leading independent financial services company is recruiting for a Insurance Personal Assistant, preferably, to the Financial Services industry OR a B-Degree with at least two-or-more preferably, but not limited to the Financial Services industry Must be computer literate on a basic of contact with client enquiries Maintain client relations Record keeping of client data on relevant relevant data base system Preparation of client files according to legislation Liaising with staff and suppliers
of contact with client enquiries; Maintain client relations; Record keeping of client data on relevant relevant database system; Preparation of client files according to legislation; Liaising with staff and suppliers when necessary. Attending to client consultations for new business and service-related needs; Maintaining planning recommendations and/or alternatives to clients; To have a holistic approach to financial advice; and defining a professional relationship with clients; Analyzing and evaluating of financial information;
Well-established Financial Services client seeks a Personal Assistant to Financial Planner Administration or Financial Services Administration in a Financial Service environment
Excellent computer skills: MS Office, Advanced Excel, Elite Client System or CRM Systems
Must have excellent
Key Duties:
Provide support services to Financial Planner
General administration ide administrative support to ensure efficient client relationships
Please apply
Financial Planner Paarl Well-established Financial Services client seeks a Personal Assistant to Financial Planner Administration or Financial Services Administration in a Financial Service environment Excellent computer computer skills: MS Office, Advanced Excel, Elite Client System or CRM Systems Must have excellent planning to use initiative Key Duties: Provide support services to Financial Planner General administration / Provide administrative support to ensure efficient client relationships Please apply online FROGG Recruitment
Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Administration or Financial Services Administration in a Financial Service environment
Excellent computer skills: MS Office, Advanced Excel, Elite Client System or CRM Systems
Must have excellent
Key Duties:
Provide support services to Financial Planner
General administration ide administrative support to ensure efficient client relationships
Please apply