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- Last 7 days
Customer Service Officer - Client Support (trusts) NEW
Somerset West
Market Related Salary companies, clients, and business partners, as required, to ensure a high standard of client service is & responsibilities:
- Manage clients questions and queries ensuring they are addressed applying to schemes/clients.
- Appropriately store/input and reference all client documentation within required as per company policy.
- Record all client financial transactions, this includes investments relevant tax offices to ensure efficient resolution of client queries.
- Act as a signatory, once approved
share this job on whatsappPower Bi Specialist Cape Town
Robert WaltersCape Town City Centre
Our client is a globally recognised alternative investment manager, known for its extensive network and focus on finance, you will be at the heart of our client's operations. Your primary responsibility will be complex financial data will play a key role in supporting decision-making processes. Utilise PowerBI to PowerBI data and provide insightful analysis to support decision-making processes Work closely with senior
Client Consultant Umhlanga
Fouche & Co Pty LtdUmhlanga Rocks
La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant Consultant to join their team. If you have a passion for client relations and a good understanding of the financial 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 contact information of members. Customer service and support during the counselling process. Comply with the
Client Liaison Consultant
Fouche & Co Pty LtdUmhlanga Rocks
La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant Consultant to join their team. If you have a passion for client relations and a good understanding of the financial 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 contact information of members. Customer service and support during the counselling process. Comply with the
Client Specialist Umhlanga
Affirmative Portfolios - DurbanUmhlanga Rocks
R20 000 pm Attending to all existing client queries and request timeously and professionally thereby offering the 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 the various client needs and risk profile analysis tools and approaches used to meet client's varying financial
Client Services Consultant NEW
Dearx Services LtdCape Town Region
Are you dynamic and well-spoken? Join our client as a Client Service Consultant You'll engage with investors contract: 6-months Key Responsibilities: Client Engagement: Respond to client needs with the right service and interactions. Educate clients on subscribing and servicing their accounts. Help clients achieve financial goals and grow their investments. Client Relationship Building: Own client requests end-to-end and route intervention if needed. Cross-sell to entrench clients and deliver value. Facilitate sales by highlighting
Client Services Consultant NEW
Cape Town City Centre
Responsibilities:
- Provide client services to investors via various communication communication channels
- Providing technical support in terms of Collective Investment Schemes and retirement month-to-month basis by offering products to the clients.
- Prevent losses that may occur in the business g. staff surveys etc)
- Participate and support corporate social responsibility initiatives for
to enhance processes; systems and policies and support the implementation of new processes; policies and
Client Relationship Officer Somerset West
Ecocert South AfricaSouth Africa
was established in 2002 and manages the ECOCERT client base in 15 countries across Southern- and East trade and Rainforest Alliance. We are hiring a Client Relationship Officer (Fair Trade & Sustainable) communication with the clients, management of their files and the flow of certification. Manage client communication flow for all client files in accordance with applicable guidelines. Sales and Client support - attending evaluation of non-compliance resolution after audits. Client acquisitions as well as preparing and issuing renewal
Client Services Consultant Cape Town NEW
Quest Staffing SolutionsCape Town Region
R17 293.22 per month We're seeking Client Services Consultants (12 month fixed-term Contract) Western Cape. The core purpose Provide client services to investors via various communication channels. Providing technical support in terms month to month basis by offering products to the clients. Prevent losses that may occur in the business achievement of transformation goals Participate and support corporate social responsibility initiatives for Diplomas/National 1st Degrees 2-3 years working experience as a Client Services Consultant within the Asset Management
Client Services Consultant Cape Town NEW
Quest Staffing SolutionsCape Town Region
R17 293.22 per month Client Services Consultants (6 month fixed-term Contract) Western Cape. We are looking for a dynamic dynamic and well-spoken Client Service Consultant to join the team in Cape Town. Thecore purpose of this role experiences. Respond to client needs by offering the right service and solution. Build client trust by applying experience to do good for your client. Educate clients and potential clients on how to subscribe and service account. Treat clients with respect, build trust, show care and humility in all client interactions. Help
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