To provide face to face service to customers / members that visit the clients offices and to deliver on scheme service level agreements to ensure the required customer focus standards are delivered Client service cooperate with peers and leader for best possible service delivery Compliance and Risk Management Defined Engage with clients to ensure swift resolution of queries and provide required customer service Provide specific -Engage with clients to ensure swift resolution of queries and provide required customer service -Provide
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:
To provide face to face service to customers / members that visit the clients offices and to deliver on scheme service level agreements to ensure the required customer focus standards are delivered Client service cooperate with peers and leader for best possible service delivery Compliance and Risk Management Defined Engage with clients to ensure swift resolution of queries and provide required customer service Provide specific -Engage with clients to ensure swift resolution of queries and provide required customer service -Provide
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
your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family in Johannesburg to manage client investment portfolios by taking the clients specific situation, the agreed proper take-on of new clients, collecting FICA and liaising with the client service team.
your articles and keen to grow within financial services? Is this you? You've completed you're SAIPA/ SAICA gained experience in financial services or audited financial services. You're adept at managing deadlines both Cape Town and Johannesburg, as well as with clients and external business contacts. From identifying providing support for investment reporting and client meetings, your role will be varied and rewarding doing it You'll be joining a prestigious financial services firm with an international presence, specializing
My client is a dynamic and vibrant player in South Africa's financial services industry. They are passionate about financial services and the good it can do. Duties: Design and evaluate the client experience across across various touchpoints in Client Operations with a focus on enhancing client junctions, communication communication and improving their new business, servicing and claim journeys. • Champion the Customer Experience aspects applying insights to continuously improve the desired client experience. • Take ownership of Customer Experience
Description Hire Resolve's client, a reputable insurance company based in Johannesburg, is currently dedicated and experienced Client Accountant to join their team. As a Client Accountant, you will be responsible transactions and reporting for a portfolio of clients within the insurance industry. Responsibilities: financial records for assigned clients Process underwriting results per client onto the general ledger including recoveries, commissions and fees. Process reserves per client onto the general ledger i.e. outstanding claims
are seeking relevant applicants from Financial Services sector, who have a thorough understanding of relationship Key qualification and experience required for the Client Relationship Manager: 3 years of experience in financial statements Key duties required for the Client Relationship Manager: Completion of applications and development of relationships with existing clients Understanding market and industry risk Initiating market to existing and new clients Strong understanding of products and services offered by banks/financial
THIS POSITION Process underwriting results per client onto the general ledger including premium, reinsurance recoveries, commissions, and fees. Process reserves per client onto the general ledger i.e. outstanding claims corresponding reinsurance portions. Process income tax per client onto the general ledger. Process cashbook transactions entries per client onto the general ledger. Prepare Balance Sheet reconciliations per client. Prepare client client financial statements and client policy statements and any other financial reports as required