Manager: Planning and Analysis (Financial Services) This position is limited to BBBEE candidates due Location: Pretoria, Gauteng A reputable financial services institution has an exciting opportunity available Planning and Analysis Division within the Financial Services Department (FSD) of the group to ensure the effective Consolidations and Reporting Experience within a Financial Services environment . Knowledge and skill in – Quality
online/telephonic meetings, and exceptional customer service to ensure both client needs and the company's highlight the value of our client's products and services. Seek out new business opportunities by conducting proposition to potential customers. Act as the primary point of contact for customers, addressing inquiries delivery of requested products and services. Gather and analyze customer feedback through satisfaction surveys insights to the team to continuously improve the customer experience. Monitor and track key metrics, such
online/telephonic meetings, and exceptional customer service to ensure both client needs and the company's highlight the value of our client's products and services. Seek out new business opportunities by conducting proposition to potential customers. Act as the primary point of contact for customers, addressing inquiries delivery of requested products and services. Gather and analyze customer feedback through satisfaction surveys insights to the team to continuously improve the customer experience. Monitor and track key metrics, such
online/telephonic meetings, and exceptional customer service to ensure both client needs and the company's highlight the value of our client's products and services. Seek out new business opportunities by conducting proposition to potential customers. Act as the primary point of contact for customers, addressing inquiries delivery of requested products and services. Gather and analyze customer feedback through satisfaction surveys insights to the team to continuously improve the customer experience. Monitor and track key metrics, such
online/telephonic meetings, and exceptional customer service to ensure both client needs and the company's highlight the value of our client's products and services. Seek out new business opportunities by conducting proposition to potential customers. Act as the primary point of contact for customers, addressing inquiries delivery of requested products and services. Gather and analyze customer feedback through satisfaction surveys insights to the team to continuously improve the customer experience. Monitor and track key metrics, such
strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. All documents required. Review customer portfolio review reports in conjunction with changes in customer circumstances and service process. Ensure report is accurate and that investment strategy is meeting customer's objectives objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where undertaken. Review customers risk coverage in conjunction with changes in customer circumstances and risk
strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. All documents required. Review customer portfolio review reports in conjunction with changes in customer circumstances and service process. Ensure report is accurate and that investment strategy is meeting customer's objectives objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where undertaken. Review customers risk coverage in conjunction with changes in customer circumstances and risk
Generating and sending out invoices to customers for goods or services rendered. Payment Processing: Recording Recording and processing incoming payments from customers, including cash, checks, and electronic payments discrepancies. Debt Collection: Following up with customers on overdue payments through phone calls, emails Credit Control: Assessing creditworthiness of new customers, setting credit limits, and monitoring credit Effective communication & adept management of customer relations Attention to detail Organized and structured
About Us: Express Registration Services is a forward-thinking accounting and registration consultancy registrations, bookkeeping, accounting, tax, and payroll services. Our mission is to help small businesses thrive This role is essential in providing excellent customer service to our diverse clientele, ensuring accuracy valuable advice. Key Responsibilities: Processing new service requests General administration Invoicing and collections Ability to work independently and as part of a team Customer-oriented with excellent email and phone communication
the industry. As the primary contact for our customers and internal parties, you will play a crucial seamless contract execution, planning, and customer service. Your attention to detail, excellent communication Microsoft Excel will be key in delivering top-notch customer experiences. Enjoy competitive compensation, a exceptional customer service. Apply now and contribute to our mission of delivering top-quality services to our our valued customers. We offer Medical Aid Contribution, Provident Fund Contribution, Annual Bonuses