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
Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role services to clients in the investment industry. You will be the primary point of contact for clients, resolving services skills. Act as primary point of contact for clients, responding to inquiries, providing information issues. Develop and maintain relationships with clients, providing exceptional customer service. Collaborate Collaborate with sales and marketing teams to support client acquisition and retention. Keep abreast of market
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
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 certification 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
Join the growing Client Services team of an Investment Company. As a Client Services Officer , your role services to clients in the investment industry. You will be the primary point of contact for clients, resolving services skills. Act as primary point of contact for clients, responding to inquiries, providing information issues. Develop and maintain relationships with clients, providing exceptional customer service. Collaborate Collaborate with sales and marketing teams to support client acquisition and retention. Keep abreast of market
administration services to an allocated. portfolio of clients, in a multi-skilled team – maintaining strong relationships 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 Services and the Master of the High Court. Keeping clients informed of regulatory changes and updates. Develop maintain sound relationships with clients and third parties. Ensure that clients consistently receive the highest
completely and ensure execution across our model and clients' portfolios. Ensure that the companies you are an investment into a security on behalf of its client. Involves the primary use of fundamental valuation completely and ensure execution across our model and clients portfolios. Ensure that you use the systems available
Description Our client in the UK, is an independent investment research firm specializing in the tech/media (TMT) is currently looking for a Sales assistant/Client Research Analyst from Cape Town . They serve the ANALYST They are looking for a Sales assistant/Client Research Analyst, who can demonstrate analytical salespeople a day-to-day basis – helping utilize their Client Relationship System, data entry in 3rd party tacking research client base while competing against the top investment banks. KEY RESPONSIBILITIES Client Relationship
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 certification 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
will be to manage and grow their portfolio of clients while providing financial planning advice. To generate generate leads, set up appointments, meet clients and close the deal. To do an investment needs analysis and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis drives in your region. To effectively service your clients that may be in other centers limited travelling travelling may be required Flexibility is required as clients from time to time request consultations outside