We're seeking Client Services Consultants (12 month fixed-term Contract) Western Cape. The core purpose exceptional service experiences. MUST have 2 – 3 years minimum experience as a Client Services Consultant the asset Management industry. Provide client services to investors via various communication channels of all calls within 60 seconds (90/60) as per Service level Agreements (SLA) Generate leadtargets required have 2-3 years working experience as a Client Services Consultant within the Asset Management industry
Client Services Consultants (6 month fixed-term Contract) Western Cape. We are looking for a dynamic dynamic and well-spoken Client Service Consultant to join the team in Cape Town. Thecore purpose of this role exceptional service experiences. MUST have 2 – 3 years minimum experience as a Client Services Consultant Respond to client needs by offering the right service and solution. Build client trust by applying your and potential clients on how to subscribe and service their account. Treat clients with respect, build
Our client in the financial services industry is seeking an Operations/Admin Manager to join their team workflows in line with a culture of exceptional client service and quality. The role is seen as critical to our Administration environment Minimum 5 years in the Financial Services Industry at a management level Advanced knowledge lacements.co.za Please note only shortlisted applicants will be contacted. Should you not receive communication weeks of submission, then unfortunately your application has been unsuccessful. We will store your details
We are seeking a dynamic and well-spoken Client Services Consultant to join our team in Cape Town. The financial planners through the delivery of exceptional service experiences.
Job Responsibilities:
-
Respond to client needs by offering the right service and solution.
- Build client trust by applying
and potential clients on how to subscribe and service their accounts.
- Treat clients with respect
for alternative intervention if not equipped to service the client.
- Entrench clients and deliver
account manager
Complete credit note request forms for processing upon claim approval
Upload SGX
remittances correctly to enable timely follow-up on outstanding invoices
Ensure correct trading terms
terms are adhered to and drive the process to correct if not aligned
Approve damage claims via the
card recons tracker). Complete the necessary application forms or notifications to the bank for any changes system Collate completed supplier accreditation forms with supporting documentation as required by the Approve and check that suppliers are loaded with the correct compliance information Account Receivable Managing work experience (in addition to in-service training, if applicable) is required, in particular in: Administration reporting (advantageous) Experience in a shared services environment is an advantage Experience in a multi-company
tracker).
Account work experience (in addition to in-service training, if applicable) is required, in particular in:
card recons tracker). Complete the necessary application forms or notifications to the bank for any changes system Collate completed supplier accreditation forms with supporting documentation as required by the Approve and check that suppliers are loaded with the correct compliance information Account Receivable Managing work experience (in addition to in-service training, if applicable) is required, in particular in: Administration reporting (advantageous) Experience in a shared services environment is an advantage Experience in a multi-company
sales account manager Complete credit note request forms for processing upon claim approval Upload SGX sales remittances correctly to enable timely follow-up on outstanding invoices Ensure correct trading terms terms are adhered to and drive the process to correct if not aligned Approve damage claims via the relevant
sales account manager Complete credit note request forms for processing upon claim approval Upload SGX sales remittances correctly to enable timely follow-up on outstanding invoices Ensure correct trading terms terms are adhered to and drive the process to correct if not aligned Approve damage claims via the relevant