Crm Jobs in South Africa
- Gauteng (302)
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Accounting / Finance
- Ultra Personnel : Pharmaceutical, Insurance, Engineering (4)
- Adumo (2)
- Ba Personnel (2)
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- Moving Heads Personnel (2)
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- Zeal Hr (2)
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- Permanent
- Last 7 days (8)
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Financial Administrator Cape Town
Zeal Hr
South Africa
outgoing admin mail and maintain a well-organized CRM and online drive filing system Onboarding of new administrative/SARS experience eFiling & SARS, CRM system (Click Up) and the workflow, Google Workspace
share this job on whatsappParaplanner Westville
Catch RecruitWestville
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” is enabled for complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness of client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews
Paraplanner Kloof
Ultra Personnel : Pharmaceutical, Insurance, EngineeringKloof
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” is enabled for complete data integration from the Company's CRM to various "methodology” tools Ensure completeness of client data in the various advice tools and CRM's Financial Planning preparation & Client Reviews
Paraplanner - Kloof Kzn
Ultra Personnel : Pharmaceutical, Insurance, EngineeringKloof
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” is enabled for complete data integration from the Company's CRM to various "methodology” tools Ensure completeness of client data in the various advice tools and CRM's Financial Planning preparation & Client Reviews
Junior Credit Controller Alberton
Turnto Consultants LtdAlberton
Generate, monitor and process tickets generated in the CRM Answer calls and emails from customers with queries
Fund Administration Specialist Cape Town
Moving Heads PersonnelCape Town Region
and Investors including bank account creation and CRM setup. Responsible for the creation and maintenance
Fund Accounting And Administration Specialist Negotiable
Moving Heads PersonnelCape Town Region
and Investors including bank account creation and CRM setup. Responsible for the creation and maintenance
Senior Accountant Johannesburg North
Sydsen RecruitSouth Africa
Computer literate in legal / accounting software e.g CRM; Sage; Pastel & Xero SAP working experience Strong
Senior Accountant (legal Industry Experience)
Sydsen RecruitSouth Africa
Computer literate in legal / accounting software e.g CRM; Sage; Pastel & Xero SAP working experience Strong
Bookkeeper Kenilworth, Cape Tpwn
Smilers Selection CcSouth Africa
20-25000 pm CTC control and e-filing submission Process on Profsoft CRM system daily – maintenance of clients and reporting
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