Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role will be to provide exceptional customer services to clients in the investment industry. You will be the the primary point of contact for clients, resolving queries and rectifying issues. The ideal candidate and exception customer services skills. Act as primary point of contact for clients, responding to inquiries maintain relationships with clients, providing exceptional customer service. Collaborate with sales and
Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role will be to provide exceptional customer services to clients in the investment industry. You will be the the primary point of contact for clients, resolving queries and rectifying issues. The ideal candidate and exception customer services skills. Act as primary point of contact for clients, responding to inquiries maintain relationships with clients, providing exceptional customer service. Collaborate with sales and
CPT001192-FT-1 CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY Bellville Our client, a busines They have a vacancy for a CLIENT RELATIONSHIP MANAGER – CORPORATE SERVICES / COMPANY SECRETARY to be transactions, communication and enquiries for allocated clients Follow processes and procedures, working according Trustee, Local Representative and Public Officer on client entities; Maintenance of company records in accordance South African Revenue Services and the Master of the High Court; Keeping clients informed of regulatory
corporate and administration services to an allocated. portfolio of clients, in a multi-skilled team – transactions, communication, and enquiries for allocated clients. Follow processes and procedures, working according Trustee, Local Representative and Public Officer on client entities. Maintenance of company records in accordance South African Revenue Services and the Master of the High Court. Keeping clients informed of regulatory maintain sound relationships with clients and third parties. Ensure that clients consistently receive the highest
transactions, communication and enquiries for allocated clients
Overview:
Our leading client in the UK, specializing in company incorporation services for SMEs, is expanding expanding its service offerings to include outsourced accounting solutions. This new venture provides a unique Africa, playing a crucial role in building this service line from the ground up.
Location: Summary:
The Outsourced Accounting Client Manager will manage a diverse portfolio accounting services. This role includes supervising and guiding a team to ensure efficient service delivery
support a Portfolio Manager in managing their clients' investments by you being the “go between” between Manager to ensure client presentations are on point, you'll manage the onboarding of clients, sorting of FICA assessments of clients and analyse client affairs. You will maintain and update client lists, provide prepare new client reviews and proposals, monitor cash flow forecasting and monitor client portfolios your vibrant organisational skills to add value to client meetings, generate reports and ensure that trades
(management services functions like technology, human resources, etc.), and to safeguard, its clients, reputation management teams. Minimum requirements: Financial service experience Stakeholder management experience Top
years experience in an Operations and Client Services (or similar pressurized) environment or,
Reference: PE002471-RW-1 Our client a leader in the Financial Services Industry, based in Sandton (Johannesburg) is seeking to employ a experienced Financial Services Commissions Administrator. 2-3 year's experience with commission / fee processes in the financial services space secures. A wonderful career opportunity 2-3 year's experience in an Operations and Client Services (or similar pressurized) environment or, 2-3 Knowledge and understanding of the Financial Services Industry including basic product knowledge and