position:
Providing superior service to clients by adhering to procedures and turnaround
turnaround times in order to retain existing clients and attract new business for the ocompany.
investment management/asset management will suit this client.
Please email your academic transcripts
INVESTMENT SERVICES CONSULTANT
Perm, Salary CTC up to 288 000-336 000+ dependent Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers to:-
Ensuring an excellent quality of service is given to clients at all times
Online accounts verification Identifying and proposing solutions to process and service related failures
To supply marketing material
receipt of the claim and all administration of Short-Term Claims allocated. To provide service excellence assisting clients with claims, providing correct information and to serve as the link between the client and finalization of the Claim. Schedule and prioritize the workload to close the claim out within the required years’ experience working with short-term Insurance claims – non negotiable
Warehouse Claims Supervior to join their team. T his role requires someone with retail claims experience experience - insurance claims will NOT be considered. Ensure Department Deadlines and goals are achieved • Ensure submission of the Margin Report to the Warehouse Claims Manager. • Responsible for the monthly preparation Assist Warehouse Claims Manager with Staff Performance Reviews MUST HAVE RETAIL CLAIMS EXPERIENCE Matric
Reference: ERD009996-RB-ER-1 Tax Consultant Sunninghill, Sandton R18 000 - R24 000 CTC per month Minimum Handle SARS queries, correspond with SARS and clients Must be target and deadline driven Experience in easyfile, Excel. Manage and control clients assigned to them Consultant: Ruvina Ballaram - Dante Personnel
mistakes
finalized and to maintain contact with IFAs and clients. This person will need to be flexible, energetic instructions with clients telephonically.
Requirements:
managing client accounts and investment portfolios.