Umhlanga is seeking to employ a Client Relationship Officer to join their growing team
Key
and professionally thereby offering the highest levels of service.
Minimum Qualifications:
Preferred Qualifications:
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing and professionally thereby offering the highest levels of service. Handling, maintenance and tracking and in full then submitted to the Regional Administration Manager for final checking. Assistance in attending FAIS Act; thereby ensuring all new business administration is completely compliant as per the Company's in Financial Planning or studying toward the qualification. A sound understanding and working knowledge
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our and professionally thereby offering the highest levels of service. Handling, maintenance and tracking and in full then submitted to the Regional Administration Manager for final checking. Assistance in attending FAIS Act; thereby ensuring all new business administration is completely compliant as per the Company's technologically savvy. Minimum Qualifications: Tertiary qualification (3-year degree) in a finance/commerce
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our and professionally thereby offering the highest levels of service. Handling, maintenance and tracking and in full then submitted to the Regional Administration Manager for final checking. Assistance in attending FAIS Act; thereby ensuring all new business administration is completely compliant as per the Company's technologically savvy. Minimum Qualifications: Tertiary qualification (3-year degree) in a finance/commerce
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing and professionally thereby offering the highest levels of service. Handling, maintenance and tracking and in full then submitted to the Regional Administration Manager for final checking. Assistance in attending FAIS Act; thereby ensuring all new business administration is completely compliant as per the Company's in Financial Planning or studying toward the qualification. A sound understanding and working knowledge
A Property Administrator Assistant's main responsibility will be to support the property management team maintaining properties. You will assist with administrative tasks, tenant relations, lease processing, customer service to tenants. Administrative Support: Assist with daily administrative tasks, including filing meet deadlines. Proficiency in using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Professional
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
Umhlanga is seeking to employ a Client Relationship Officer to join their growing team Key responsibilities: and professionally thereby offering the highest levels of service. Handling, maintenance and tracking of the FSCA and FAIS Act Minimum Qualifications: Tertiary qualification in a finance/commerce related field estate planning Valid Drivers License Preferred Qualifications: 5 years experience in the industry Post Grad Financial Planning or studying towards the qualification Written and passed RE5 exam Interested candidates