La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant have a passion for client relations and a good understanding of the financial services industry, this could for you. As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously outstanding contact information of members. Customer service and support during the counselling process. Comply
La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant have a passion for client relations and a good understanding of the financial services industry, this could for you. As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously outstanding contact information of members. Customer service and support during the counselling process. Comply
Attending to all existing client queries and request timeously and professionally thereby offering the the highest levels of service. Handling, maintenance and tracking of all leads received by the Wealth recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per while always striving to treat the client fairly. Conducting client reviews in a FAIS compliant manner; account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by
IGFD/PO-02 Icebolethu Group is an Authorised Financial Service Provider FSP45714 and a Level 1 BBBEE Contributor Procurement Officer , the successful candidate will be responsible for procuring goods and services in compliance and discounts with service providers. Negotiate, monitor and co-ordinate Service Level Agreements. Manage Manage the procurement system for goods and services according to the approved specification. Monitor
that all clients are invested in line with its respective model portfolio taking any client specific internal trading rules. Management of broker and service provider relationships including maintaining and completely and ensure execution across our model and clients portfolios. Conduct technical analysis of instruments through and ensure execution across our model and clients portfolios. Ensure that you use the systems available Terminal Services. An understanding of the legislation and regulations governing the Financial Services Industry
The purpose of the YLP Project Officer is to assists with the fulfilment of the Fund's Youth Leadership well as externally with implementing partners and service providers. Participate in the development of concept partners and beneficiaries. Procurement of Partner Services/Product Providers Contribute to the development Proposals (RFP). Draft Terms of Reference for agreed services, in compliance with the Fund's procurement policies development outcomes. Liaise with other Project Officers regarding their partner capacity-building requirements
that all clients are invested in line with its respective model portfolio taking any client specific internal trading rules. Management of broker and service provider relationships including maintaining and completely and ensure execution across our model and clients portfolios. Conduct technical analysis of instruments through and ensure execution across our model and clients portfolios. Ensure that you use the systems available Terminal Services. An understanding of the legislation and regulations governing the Financial Services Industry
Compliance Officer This vacancy has been created within our client's risk and compliance team, based based at their Cape Town office. This role is responsible for compliance support and implementation of risk responsibilities include: •FSP Compliance / Risk Officer: o Compliance reporting on behalf of business unit: as needed • Compliance monitoring: o Review of client advisory and investment implementation records records (FAIS and FICA) o Review and approval of client onboarding • Technical queries: o assist advisory, fiduciary
& Inisoft create and provide services and solutions to over 50 clients across many industry verticals to payroll and providing exceptional customer service and support. Maintain confidentiality and data confidential information. Proficiency in Microsoft Office applications, particularly Excel. Salary: R25 000
policies and procedures. To provide excellent service to Branches and Customers. MAIN FUNCTIONS OF THE accurate and up to date. To ensure all existing clients FICA status is captured correctly according to bank. To request confirmation of details from clients by contacting them. To update CIFS, upload ODD