addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners required, to ensure a high standard of client service is delivered at all times.
Key duties
legislation, accurately and in accordance with the Service Level Agreements.
At Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning the highest standards of excellence and provide services and advise that is best suited to our clients an ever changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security
prioritising customer-centric solutions and aiming to set higher standards in service and societal impact As a Customer Success Lead you will play a pivotal role focused on ensuring exceptional customer service requires handling customer interactions, managing financial transactions, and leading the customer success team commitment to fostering a culture of customer excellence. What you'll do Customer success leadership (40%) Team Team leadership: lead and mentor the customer success team, fostering a culture of continuous improvement
suitability of products for the customer. Promote business to increase customer base and grow revenue. Examine insurance products Promote business to increase customer base and grow revenue. Qualifications Bachelor's
At Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning the highest standards of excellence and provide services and advise that is best suited to our clients an ever changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused marketing drives in your region. To effectively service your clients that may be in other centers limited related field 2 years experience in the financial services industry Have an understanding of Collective Investment Passionate about providing the best financial services and advice to clients Effective problem-solving
At Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning the highest standards of excellence and provide services and advise that is best suited to our clients an ever changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security
dynamic and well-spoken? Join our client as a Client Service Consultant You'll engage with investors and financial long-lasting relationships by delivering exceptional service experiences. Location: Cape Town Duration of contract: Engagement: Respond to client needs with the right service and solutions. Build trust through expertise, showing interactions. Educate clients on subscribing and servicing their accounts. Help clients achieve financial Educate clients on secure, cost-effective self-service channels. Collaborate with internal stakeholders
experience will be advantageous. The post Financial Services Manager – 9435 appeared first on freerecruit.co
Our client in the financial services sector is seeking a Risk Manager. The ideal candidate will have boards, and regulators. • Relevant financial service experience. • Top academic achiever. • Relevant