An asset and wealth management company based in Umhlanga are seeking a confident Revenue/Commission Specialist to work within the Operations Department. Interpret and analyse financial data Consider work flows and impact Monitor and report on revenue flow Maintain and control / communicate contractu
professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews applications to ensure that they are completed correctly and in full then submitted to the Regional Administration the Warwick business model and the products and services offered within the Group. 5. Awareness and cognisance Representative giving advice and providing an intermediary service. If the Employee has not been on an FSP license
professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews applications to ensure that they are completed correctly and in full then submitted to the Regional Administration the Warwick business model and the products and services offered within the Group. 5. Awareness and cognisance Representative giving advice and providing an intermediary service. If the Employee has not been on an FSP license
relations and a good understanding of the financial services industry, this could be an exciting opportunity Providing exceptional and professional client service to ensure all processes are followed timeously outstanding contact information of members. Customer service and support during the counselling process. Comply literacy above 80% 1 Year experience in financial services or Provident fund administration Proficient in knowledge of MS Office (Word, Excel, Outlook) Customer service experience (KYC) – Inbound and Outbound Ability
relations and a good understanding of the financial services industry, this could be an exciting opportunity Providing exceptional and professional client service to ensure all processes are followed timeously outstanding contact information of members. Customer service and support during the counselling process. Comply literacy above 80% 1 Year experience in financial services or Provident fund administration Proficient in knowledge of MS Office (Word, Excel, Outlook) Customer service experience (KYC) – Inbound and Outbound Ability
the premier distributor of Liberty products and services, is looking for dynamic individuals to join our Envestpro At Envestpro, we are more than a financial services firm; we are a collaborative community of forward-thinking
the premier distributor of Liberty products and services, is looking for dynamic individuals to join our Envestpro At Envestpro, we are more than a financial services firm; we are a collaborative community of forward-thinking
Umhlanga accounting firm specialing in servicing medical and healthcare professionals seeks a young energetic
prestigious reputation. One of SA's leading financial services providers is looking for Financial Advisers to
resilient nature and bias for action Value customer service excellence and teamwork Can community effectively