stakeholders of all levels, including Line Managers and Clients, will be required
tax and accounting is seeking a dynamic Finance Client Adviser, to deliver accounting and compliance services of high-clients and to prepare and review management accounts, with the aim to assist clients in making stakeholders of all levels, including Line Managers and Clients, will be required Must be willing to learn new successful candidate will be responsible for: Managing clients' expectations and delivering up to date financials training. Ensuring confidentiality of sensitive client data. Collaborating with other team members in
tax and accounting is seeking a dynamic Finance Client Adviser, to deliver accounting and compliance services of high-clients and to prepare and review management accounts, with the aim to assist clients in making stakeholders of all levels, including Line Managers and Clients, will be required Must be willing to learn new successful candidate will be responsible for: Managing clients' expectations and delivering up to date financials training. Ensuring confidentiality of sensitive client data. Collaborating with other team members in
WELCOME Responsibilities for Client Care Team Lead: Interact with clients and build relationships with value to existing client quotations by upselling products Oversee a team of client care consultants and exceptional client experience Mastermind creative ways to deliver an exceptional client experience Resolve Resolve complex client problems or disputes in a professional manner Matric Well Spoken Organisational
reporting
Our client, one of the leading brokerages in Pretoria who specialises in Long Term Investment, Short closing of life insurance policies. Responsibilities: Specializes in closing deals for life insurance Focuses on finalizing sales and ensuring clients commit to life insurance coverage. Possesses strong communication options and benefits to clients. Utilizes negotiation abilities to address client concerns and finalize deep knowledge of different life insurance options to communicate with clients appropriately. Plays a crucial
solutions has an opportunity for a customer-oriented Client Success Supervisor in the Western Cape Checking transportation for assignees and obtain approval from the client Distribute payslips weekly/monthly to assignees Ensure correct job requisition is received from the Client Ensure payroll department is presented with accurate issued Ensure that shifts are fully staffed as per client requirements Establish a relationship with the reports to the Client Provide feedback to Resource Centre on candidates supplied Understand client requirements
Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings etc.) General 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 Generating quotes (Investments, life cover etc. ) Implementing and monitoring client proposals and submitting
co-office workplace to ensure all members are taken care of.
This includes office, retail and meeting
to clients. Provide required information and documents to clients. Prepare trip reports of client meetings record the details for future reference. Submit client meeting reports to manager or supervisor. Provide accounts closure applications. Develop liaison with client service and collection department to provide required meetings with clients. Monitor client satisfaction through follow up on solving client issues and problems measures to research and resolve client raised issues. Collaborate with clients to identify and implement value