Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings etc General 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, proposals life cover etc. ) Implementing and monitoring client proposals and submitting applications Implementing
Responsibilities:
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Hiring: Client Engagement Specialist (Cape Town)
As a Client Engagement Specialist within Sustainability for managing and enhancing relationships with clients, ensuring they receive maximum value from the data contact, understanding client needs, facilitating communication, and driving client satisfaction and retention Responsibilities:
Client Relationship Management:
Serve as the primary contact for clients, addressing
Build and maintain strong, long-lasting client relationships by understanding their business goals
Scope of work
both Cape Town and Johannesburg, as well as with clients and external business contacts. From identifying payment requirements to providing support for investment reporting and client meetings, your role will be varied
working in Excel Administrative experience preferred Support/troubleshooting experience preferred Industry Experience: financial services (distinct advantage) Attributes: Client oriented Action oriented, showing initiative Good networks and relationships, internally and with clients Able to effectively multi-task and manage conflicting timely and accurate responses to client inquiries, and managing client expectations A passion to learn individual with a strong aptitude for administration and client service. This remote role involves coordinating
Overview:
Our client, a well-established hedge fund manager, with a long history history of delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal and highly skilled in client service, ensuring clients feel valued and supported. The role involves maintaining levels and building positive client relationships. Responsibilities include client onboarding and effectively effectively managing all client queries.
Responsibilities: