escalation/complaint handling and delivering results as per Service Level Agreement targets / timelines. Produce reports process meetings / calls. In addition to call service levels, customer satisfaction and accuracy and QUALIFICATIONS Should have thorough knowledge of end-to-end Service transaction processing • Deal with people in a clients, various support functions/departments in India to facilitate service delivery • Ability to work independently guidelines • Provide answer to Technical Queries and assist the team via the necessary tools • Participating
firm that provides customized financial planning services to retirement funds and their members. They have of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
firm that provides customized financial planning services to retirement funds and their members. They have of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
escalation/complaint handling and delivering results as per Service Level Agreement targets / timelines. Produce reports process meetings / calls. In addition to call service levels, customer satisfaction and accuracy and QUALIFICATIONS Should have thorough knowledge of end-to-end Service transaction processing • Deal with people in a clients, various support functions/departments in India to facilitate service delivery • Ability to work independently guidelines • Provide answer to Technical Queries and assist the team via the necessary tools • Participating
financial transactions, reconciling accounts, and assisting in the preparation of financial statements. Key analysing account information. Financial Reporting: Assist in the preparation of financial statements. Generate to the organization. Auditing: Prepare for and assist in audits. Generate required documentation for Provide support to the accounting department and other departments as necessary. Handle additional tasks
Our client within the Financial and Investment services based in the UK and South Africa is currently To assist the director and financial advisors with the investment planning processes and services offered and efficient professional end-to-end customer services and related processes. Maintain and enhance client financial planning process At least 5 years Financial Services Industry work experience in a senior role Be able levels Responsibilities: Understand products and services offered by the business. Analyse monthly fund
invoices and statements immediately after shipments departed and submit for approval. •Follow-up on outstanding and provide accurate financial data and reports. •Assist with month-end and year-end closing procedures
Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town Town. Only candidates from the financial service will be considered. This is a full-time working from home
Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town Town. Only candidates from the financial service will be considered. This is a full-time working from home
pivotal role in our administration / debtors department at a national level. General Administration Credit