for a skilled Paraplanner to assist Financial Advisors with clients' Financial Planning, Investment and candidate will be the link between the Financial Advisor and the Client. RESPONSIBILITIES Financial Needs Regulations Prepare Review Documents for Financial Advisors Assist with client technical enquiries Attending qualifications Regulatory Exam Experience in a Financial Services Environment, focus on Financial Planning & Planning Software Good written, telephonic and customer service relationship Analytical and numerical skills
for a skilled Paraplanner to assist Financial Advisors with clients' Financial Planning, Investment and candidate will be the link between the Financial Advisor and the Client. RESPONSIBILITIES Financial Needs Regulations Prepare Review Documents for Financial Advisors Assist with client technical enquiries Attending qualifications Regulatory Exam Experience in a Financial Services Environment, focus on Financial Planning & Planning Software Good written, telephonic and customer service relationship Analytical and numerical skills
Establishment of solutions to match current and future customer needs Strategic Responsible for new account acquisitions acquisitions, account growth, account penetration, customer relationship management and business improvement account relationships to ensure excellent customer service during implementation, transition to operation account Be the primary point of contact with the customer on all business-related matters pertaining to other department Managers to ensure appropriate customer relationship management Partner with other departments
Establishment of solutions to match current and future customer needs Strategic Responsible for new account acquisitions acquisitions, account growth, account penetration, customer relationship management and business improvement account relationships to ensure excellent customer service during implementation, transition to operation account Be the primary point of contact with the customer on all business-related matters pertaining to other department Managers to ensure appropriate customer relationship management Partner with other departments
be responsible for the provision of bookkeeping services, by supporting the team in the daily, weekly, and Monthly Recoveries Generating of Invoices Customer and Order Liaison Sales Administration Skills
be responsible for the provision of bookkeeping services, by supporting the team in the daily, weekly, and Monthly Recoveries Generating of Invoices Customer and Order Liaison Sales Administration Skills
solutions group providing financial B2B and B2C services across Southern Africa, is looking for a Channel finance, preferably within the ATM or financial services industry Strong proficiency in financial modelling
solutions group providing financial B2B and B2C services across Southern Africa, is looking for a Channel finance, preferably within the ATM or financial services industry Strong proficiency in financial modelling
Cape MGI Bass Gordon is a mid-tier professional services firm in Cape Town. An opportunity has become available
Cape MGI Bass Gordon is a mid-tier professional services firm in Cape Town. An opportunity has become available