meet its strategic objectives.
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 office 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, etc.) Assist with event planning where necessary Manage and drive outstanding requirements (FICA, Medicals
Hiring: Client Engagement Specialist (Cape Town)
As a Client Engagement Specialist within Sustainability you will be responsible for managing and enhancing relationships with clients, ensuring they receive maximum 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 and
Scope of work
or audited financial services. You're adept at managing deadlines and you want to elevate your career 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 presence, specializing in wealth and investment management. With a commitment to excellence and a culture opportunity to join a well-established wealth manager who can offer exposure within the industry by working
services Asset management and financial services (distinct advantage) Attributes: Client oriented Action 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 outside of the work sphere The ability to self-manage and self-motivate Capable of identifying, embracing 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 of delivering 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 positive client relationships. Responsibilities include client onboarding and effectively managing all client positive and professional client service experience
seeking a rewarding career in fiduciary asset management? Do you have strong communication and interpersonal position might be for you!
Position: Client Operations Specialist
Purpose urpose of the Position: The Client Operations Specialist will provide administrative support operational processes for client accounts. The candidate will handle client on boarding and asset transitions transitions, working closely with the Client Management team and other internal teams to ensure efficient
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires announcing them appropriately Support the Office Management for the purpose of ensuring the efficient running
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires announcing them appropriately Support the Office Management for the purpose of ensuring the efficient running