with clients to determine their financial goals, needs, and risk tolerance. • Provide strategic advice financial needs and offer suitable products. • Sell products that align with clients' needs and financial
driving service excellence, and acting as the voice of the customer in all decision-making processes catalogue, along with CX frameworks and SOPs. Drive Voice of Customer (VOC), NPS, CSAT, CRM, and complaints
driving service excellence, and acting as the voice of the customer in all decision-making processes catalogue, along with CX frameworks and SOPs. Drive Voice of Customer (VOC), NPS, CSAT, CRM, and complaints
the business and with external parties Be able to voices sensible and well thought through opinions and
building materials, and general merchandise brands to over 55 countries around the world. Established in 1972 additional requirements for this role is that we need for the candidate to be able to speak French. Implement statements to all clients monthly. Follow up on handed-over debts with the relevant parties. Debtors - clerical additional charges. Relieve Debtors clerk when the need arises. Agency Sales and Commission Receivables:
Reference: Cen002368-RA-1 Having been in business for over 50 years, our client is looking for an Accounting dynamic team. Job Description: This individual needs to have a sound understanding of month-end processing This person will work with high volumes and will need to be confident in both their ability to apply their
Reference: Cen002368-RA-1 Having been in business for over 50 years, our client is looking for an Accounting dynamic team. Job Description: This individual needs to have a sound understanding of month-end processing This person will work with high volumes and will need to be confident in both their ability to apply their
improvements Relieve pressure on Finance Exec by taking over some responsibilities Be responsible for some high importance of foundational building blocks and the need for competent teams. Be open to mentorship and continuous goals. Recognize that growth and development occur over time. Have the capacity and willingness to take
improvements Relieve pressure on Finance Exec by taking over some responsibilities Be responsible for some high importance of foundational building blocks and the need for competent teams. Be open to mentorship and continuous goals. Recognize that growth and development occur over time. Have the capacity and willingness to take
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation manager who has been looking after their clients for over 30 years. They manage the wealth of individuals Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and Financial Planning or CFP designation. You'll also need at least 3 years of working experience as a Paraplanner