Scope of work
Overview:
Our client, a well-established hedge fund manager, with a long history delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role high service levels and building positive client relationships. Responsibilities include client onboarding onboarding and effectively managing all client queries.
Responsib
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 Offshore; Call Centre experience in Financial Services business; Excellent business writing skills; Afrikaans
Overview: We are a recruitment for a Client Service Specialist for a company in the asset and private great opportunity to take ownership of the client service function and play a vital role in the company's growth. Key Responsibilities: Client Relations: Be the primary contact for client inquiries. Build and maintain strong client relationships through proactive communication and exceptional service. Address client requests and adherence to Service Level Agreements. Regulatory Compliance: Ensure all client interactions comply
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 Offshore; Call Centre experience in Financial Services business; Excellent business writing skills; Afrikaans
Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE diary (Client birthdays, meetings etc.) General office duties - Scanning, printing etc Ensure client filing 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
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
your articles and keen to grow within financial services? Is this you? You've completed you're SAIPA/ SAICA gained experience in financial services or audited financial services. You're adept at managing deadlines both Cape Town and Johannesburg, as well as with clients and external business contacts. From identifying providing support for investment reporting and client meetings, your role will be varied and rewarding doing it You'll be joining a prestigious financial services firm with an international presence, specializing
technology services Asset management and financial services (distinct advantage) Attributes: Client oriented 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 with a strong aptitude for administration and client service. This remote role involves coordinating various providing essential support to the client operations team. The Client Operations Coordinator will manage