Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant to join 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 counselling process. Communicating with fund consultants and/or employers (companies that member's work
Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant to join 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 counselling process. Communicating with fund consultants and/or employers (companies that member's work
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
freedom for all South Africans by partnering with clients through their life journey, uncovering their financial practice within the financial services industry. Responsibilities: Contact clients to discuss their financial financial goals and offer them financial services. Design debt liquidation plans which consist of the time time frame and priority of payoff Interact with clients to determine their financial objectives, earnings useful in providing effective financial services. Handle client complaints and assist with the resolution
required Market the products and services of About IT Advise clients on best practice and add value Data Assist with data analyses of financial data Assist clients on Business Requirements and deliver solutions renew your product certifications as product consultant/advisor Should you not receive a reply within
to be authorized to the service provider, and the correct appointment of service providers to the claims technical detail to the Customer, Loss Adjusters to consult or debate the outcome of the claim, ensure lateral
to be authorized to the service provider, and the correct appointment of service providers to the claims technical detail to the Customer, Loss Adjusters to consult or debate the outcome of the claim, ensure lateral
completely and ensure execution across our model and clients' portfolios. Ensure that the companies you are an investment into a security on behalf of its client. Involves the primary use of fundamental valuation completely and ensure execution across our model and clients portfolios. Ensure that you use the systems available to utilise Bloomberg, Inet and Reuters Terminal Services Minimum 2-5 years of relevant experience - excellent Experience as an Equity Analyst in the Financial Services industry Experience in investment research and
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
freedom for all South Africans by partnering with clients through their life journey, uncovering their financial practice within the financial services industry. Responsibilities: Contact clients to discuss their financial financial goals and offer them financial services. Design debt liquidation plans which consist of the time time frame and priority of payoff Interact with clients to determine their financial objectives, earnings useful in providing effective financial services. Handle client complaints and assist with the resolution