Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint Preparation, summary and administration of quotes and client portfolio updates. Capturing of details onto the Run due diligence process on a client. Book and prepare review client files. Make sure all reviews are required for the month and set targets. Handle client queries timeously and effectively and follow up Open new files for potential new clients (digital). General Servicing - Amendments and submitting of all
Client Liaison on outstanding debt and services Administration duties Computer literate Afrikaans Afrikaans and English speaking lady Own transport Client liaison R12 000 per month
Compliance Administrator for our client within the Financial Services industry. Based in Randpark Ridge when needed. Requirements Diploma within financial services/insurance/similar Strong Discovery Product
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint Preparation, summary and administration of quotes and client portfolio updates. Capturing of details onto the Run due diligence process on a client. Book and prepare review client files. Make sure all reviews are required for the month and set targets. Handle client queries timeously and effectively and follow up Open new files for potential new clients (digital). General Servicing - Amendments and submitting of all
Reference: CPT006901-ST-2 CLIENT LIAISON OFFICER - CONVEYANCING LAW FIRM CAPE TOWN CBD R 20 000 - R 25
Client Liaison on outstanding debt and services Administration duties Computer literate Afrikaans Afrikaans and English speaking lady Own transport Client liaison R12 000 per month
Wealth Advisor Assistant Paarl
Well-established Financial Services client seeks seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient Wealth Advisor Assistant or Office Administration or Financial Services Administration in a Financial Service computer skills: MS Office, Advanced Excel, Elite Client System or CRM Systems
Must have excellent
the Service Helpdesk. The Service Helpdesk Operator is one of the core functions of the Service Department Excellent communication skills Excellent customer service skills High level of organizational skills and
Reference: CPT006901-ST-2 CLIENT LIAISON OFFICER - CONVEYANCING LAW FIRM CAPE TOWN CBD R 20 000 - R 25
Our client requires the services of a Junior Services Coordinator in pressurised environment to join Responsibilities: Technician scheduling and execution of the service call for a region. Prepare customer quotes. Customer