Responsibilities:
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
to onboard clients and client information onto the ShareForce platform, and manage client requirements brokers to ensure a seamless trading process Assist clients with IFRS 2 and incentive related queries and in the client Maintain client relationships and offer new or existing solutions to existing clients Understand Understand client needs and collaborate with management, colleagues, and other staff to enhance the product product based on new clients or internal requirements Create and provide training to clients in using the platform
Robert Walters South Africa What you'll do: As a Client Relationship Manager, you will play a pivotal role corporate clients. You will serve and develop non-credit business with both existing and new clients, ensuring processed timely. Your commitment to improving client satisfaction rates will be key to expanding our our influence among Chinese background clients in South Africa. Additionally, you will take on other tasks background corporate clients Serve and develop non-credit business with existing and new clients Ensure every
Robert Walters South Africa What you'll do: As a Client Relationship Manager, you will play a pivotal role corporate clients. You will serve and develop non-credit business with both existing and new clients, ensuring processed timely. Your commitment to improving client satisfaction rates will be key to expanding our our influence among Chinese background clients in South Africa. Additionally, you will take on other tasks background corporate clients Serve and develop non-credit business with existing and new clients Ensure every
both Cape Town and Johannesburg, as well as with clients and external business contacts. From identifying providing support for investment reporting and client meetings, your role will be varied and rewarding
Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years
service to clients by adhering to procedures and turnaround times in order to retain existing clients and attract
/>Responsibilities:
up-to-date. Identifying payment requirements for the client, instructing and executions of the payment process Systematic filing and information gathering of client agreements with third parties to identify actions returns for our clients within strict deadlines. Provision of relevant reports for client reporting purposes purposes including client meeting preparationProvision of reporting for local and international tax purposes
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 and Outbound Ability to deal with all types of clients and have a good understanding of escalation channels