CLIENT SERVICES CONSULTANT
Perm, Salary CTC up to 288 000-336 000+ Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers to:-
Ensuring an excellent quality of service is given to clients at all times
Online accounts verification Identifying and proposing solutions to process and service related failures
To supply marketing material
Senior Client Service Analyst to join our team. As a seasoned Senior Client Services Analyst support on systems and services to clients across various markets and services, including specialized
What you’ll do:
Our Client, Debtbusters a division of IDM has an opportunity for a Client Service Consultant. Who is is IDM? Serving clients from a division of IDM, DebtBusters' make an impact on the lives of South Africans Africans, committed to providing the best service to those in need with our taylor-made financial solutions Responsibilities: Resolving client queries dealing with: Debt counselling Additional financial services/products The Requirements: 1 year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous
Our Client, Debtbusters a division of IDM has an opportunity for a Client Service Consultant. Who is is IDM? Serving clients from a division of IDM, DebtBusters' make an impact on the lives of South Africans Africans, committed to providing the best service to those in need with our taylor-made financial solutions Responsibilities: Resolving client queries dealing with: Debt counselling Additional financial services/products The Requirements: 1 year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous
VAF Litigation Secretaries - Absa and Std Bank Pretoria East
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Our client based in Claremont is looking for a talented and motivated Bookkeeoer to join their team. EMP501 submissions for clients. Maintain and build relationships with client base. Key Competencies: advantageous). Good communication skills and customer service orientated. Excellent computer skills - MS Excel
Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years
Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills research, you also enjoy consulting with and advising clients on how best to structure their investment portfolios managing client investment portfolios. From conducting suitability assessments and preparing client reviews analysis, you'll be at the forefront of ensuring clients' financial goals are met. You'll enjoy the variety closely with a dedicated team to deliver exceptional service and results. Where you'll be doing it You'll be
The Client Relationship Specialist role services all existing clients of the Company that form part of of an allocated team. Attending to all existing client queries and request timeously and professionally professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads received regulations of the FSCA and the FAIS Act; Conducting client reviews in a FAIS compliant manner; conducting account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by