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Senior Client Services Officer Jobs in Somerset West, Western Cape

Jobs 1-10 of 48

Investment Assistant (financial Services)

Somerset West

advantageous

  • Proficient in MS Office 365 Suite (Intermediate Excel Skills)
  • Fully managing client accounts and investment portfolios.
  • Handle correspondence with clients, third-party regulatory requirements.
  • Provide excellent client service by addressing inquiries and resolving issues facilitate investment administration.
  • Manage client reporting and general administrative tasks.


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    Temp Compliance Officer

    Somerset West  Basic salary

    within the business. The temporary Compliance Officer will report to the Company Team Leader.

    ML Reviews

    Undertaking periodic client risk and file reviews in accordance with the Companies screening of new clients

    Run regular screening against a known list of clients

    Screening alerts problem solving

    Practical experience with MS Office and an ability to adapt to bespoke systems

    A


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    Trust Officer Somerset West

     Helderberg PersonnelSomerset West

    well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer. The The candidate will form part of the Client Services Team and encompass a wide range of administration duties companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times and report directly to the Private Client and Trust Manager Key Duties and Responsibilities: legislation, accurately and in accordance with our Service Level Agreements (SLA). Remain abreast of pension


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    Accountant Financial Services Somerset West

     Helderberg PersonnelSomerset West

    Reference: SW004644-AM-1 Our client, an investment firm with with offices in Somerset West and the UK and administration which support both external clients and internal personnel Lead the accounting function the audit of the statutory annual accounts for client structures – liaising with auditors as required meetings Guide, support and train a team of Finance Officers who cover financial administration from petty Meetings Build excellent working relationships with clients and business partners Complete any other duties


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    Accountant Somerset West

     Latitude ResourceSomerset West  R20k – R27k /month

    business and transactional consulting, secretarial services, wills, estate planning and administration. The business and will report directly the audit seniors/managers. Client liaison. Monthly accounting and processing


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    Cima Trainee – Management Accountant

    Somerset West

    Accountant

    Our client is a professional services provider located in Somerset accounting and CFO services to UK SMEs. Their services include accounting, compliance payroll, IR, HR, and outsourced FM & CFO services.

    Summary: They are seeking opportunities to work closely with our team of experts on client projects and gain hands-on experience in the field year)

  • Enjoys traveling and engaging with UK clients.
  • Growth mindset and eagerness to grow and


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  • Data Specialist - It & Accounting

    Somerset West  R20k - 24k per month

    will be responsible for the migration process of clients and ensuring the accurate and on-time upload of processing (minimum of 2 years)

  • Proficient in MS Office + advanced Excel knowledge will be an advantag general IT knowledge required
  • Excellent service and customer support
  • Responsibilities: projects

  • Creating and managing migration plans with clients
  • Managing data migrations with take-on and tools to efficiently manipulate and migrate client data into their software
  • Providing data


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  • Data Specialist: It

    Somerset West  R 20 000 to R 24 000 per month

    will be responsible for the migration process of clients and ensuring the accurate and on-time upload of processing (minimum of 2 years)

  • Proficient in MS Office + advanced Excel knowledge will be an advantag general IT knowledge required
  • Excellent service and customer support
  • Creating and managing migration plans with clients
  • Managing data migrations with take-on and tools to efficiently manipulate and migrate client data into their software
  • Providing data


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  • Trade Admin Assistant Somerset West

     Helderberg PersonnelSomerset West

    Reference: SW004805-JM-1 My client, an established concern within the agricultural industry is seeking concerns on transactions and loads, liaise with clients and monitor acounts receivable and payable. Duties and interact well with others Strong Microsoft Office Excel skills preferred Ability to multi-task in to work in a team environment Strong customer service commitment Ability to maintain confidential information


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    Junior Accountant

    Somerset West

    A client in Somerset West is currently recruiting for a Junior Accountant.

    This

    This is a office-based position.

    Key responsibilities:

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    Average Annual Salary

    for Senior Client Services Officer jobs in Somerset West, Western Cape
    R 323,143

    No. of Jobs added in the last week

    for this search.
    16