The Client Relationship Specialist role services all existing clients of the Company that form part of of an allocated team. Attending to all existing client queries and request timeously and professionally professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads received regulations of the FSCA and the FAIS Act; Conducting client reviews in a FAIS compliant manner; conducting account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by
The Client Relationship Specialist role services all existing clients of the Company that form part of of an allocated team. Attending to all existing client queries and request timeously and professionally professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads received regulations of the FSCA and the FAIS Act; Conducting client reviews in a FAIS compliant manner; conducting account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Company's private wealth clients, fostering confidence and goodwill with these clients thereby understanding products and services offered. Client Relationship Specialists conduct client reviews with clients in order but not be limited to: Attending to all existing client queries and request timeously and professionally professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads received
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our our existing private clients that form part of the Wealth Team's allocated client book. The CRO provides provides first class service to all clients and as such maintain and increase the Company's market share in our private wealth clients, fostering confidence and goodwill with these clients thereby understanding and meeting their needs with the products and services we offer. The CRO is also responsible for following
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our our existing private clients that form part of the Wealth Team's allocated client book. The CRO provides provides first class service to all clients and as such maintain and increase the Company's market share in our private wealth clients, fostering confidence and goodwill with these clients thereby understanding and meeting their needs with the products and services we offer. The CRO is also responsible for following
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated they work for. They provide first class service to all clients and as such increase the Company's market the private wealth clients, fostering confidence and goodwill with these clients thereby understanding products and services on offer. Client Relationship Specialists conduct client reviews with clients in order incentivised in this regard. Attending to all existing client queries and request timeously and professionally
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated they work for. They provide first class service to all clients and as such increase the Company's market the private wealth clients, fostering confidence and goodwill with these clients thereby understanding products and services on offer. Client Relationship Specialists conduct client reviews with clients in order incentivised in this regard. Attending to all existing client queries and request timeously and professionally
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Company's private wealth clients, fostering confidence and goodwill with these clients thereby understanding products and services offered. Client Relationship Specialists conduct client reviews with clients in order but not be limited to: Attending to all existing client queries and request timeously and professionally professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads received
Imports Client Controller (Ocean Freight) (JB4413) Durban, Kwa Zulu Natal Market Related Permanent We seeking an experienced Imports Client Controller (Ocean) to join our clients' team. The ideal candidate will processes and a proven track record of building strong client relationships. This role is pivotal in ensuring customer service. The ideal candidate will possess 3-5 years experience as a Import Client Controller qualification Matric 3-5 years of experience as an Import Client Controller (ocean) Strong knowledge of sea freight
in a managerial role - preferably in financial services (financial products (a) credit and b) insurance)