incumbent plays a critical role in the day-to-day operations of the organization, interacting daily with Financial field advantageous . 2-3 year's experience in an Operations and Client Services (or similar pressurized) precision. Responsibilities, but not limited to: 1. Operational Support: Support the Centre with general office management - with product providers on queries and internal queries received from the regions. Request and necessary. Managing suspense entries in line with internal business processes. Preparation of month end reconciliation
incumbent plays a critical role in the day-to-day operations of the organization, interacting daily with Financial field advantageous . 2-3 year's experience in an Operations and Client Services (or similar pressurized) precision. Responsibilities, but not limited to: 1. Operational Support: Support the Centre with general office management - with product providers on queries and internal queries received from the regions. Request and necessary. Managing suspense entries in line with internal business processes. Preparation of month end reconciliation
Reference: PE002450-RW-1 Our client operating in the medical insurance space is seeking a Medical Claims Bellville (Cape Town) or Centurion Responsibilities Internal Process: Apply scheme rules, clinical policies timeously. Build and maintain relationships with internal and external stakeholders. Reduce claim rejections opportunities to enhance cost effectiveness and increase operational efficiency. Manage financial and other company
Reference: PE002450-RW-1 Our client operating in the medical insurance space is seeking a Medical Claims Bellville (Cape Town) or Centurion Responsibilities Internal Process: Apply scheme rules, clinical policies timeously. Build and maintain relationships with internal and external stakeholders. Reduce claim rejections opportunities to enhance cost effectiveness and increase operational efficiency. Manage financial and other company
services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations Collation of all clients related information clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage fees due to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client
services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations Collation of all clients related information clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage fees due to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client
services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations: Collation of all clients related information clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage fees due to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems: Preparation of client
function at a strategic level whilst fulfilling operational responsibilities. Meet the FAIS honesty, integrity requirements. Review clients cover according to internal business procedures, or if client circumstances
function at a strategic level whilst fulfilling operational responsibilities. Meet the FAIS honesty, integrity requirements. Review clients cover according to internal business procedures, or if client circumstances
function at a strategic level whilst fulfilling operational responsibilities. Meet the FAIS honesty, integrity requirements. Review clients cover according to internal business procedures, or if client circumstances