Planning. Knowledge of financial products and services offered by our company. Experience in preparing quotations. Remain up-to-date on products and services. Where there are team absences due to holidays/illness tasks and services to ensure the continued operations of team services. Process new account paperwork preparation, transfer of funds. Responds to requests for service in a professional, timely and thorough manner ensure
Planning. Knowledge of financial products and services offered by our company. Experience in preparing quotations. Remain up-to-date on products and services. Where there are team absences due to holidays/illness tasks and services to ensure the continued operations of team services. Process new account paperwork preparation, transfer of funds. Responds to requests for service in a professional, timely and thorough manner ensure
Reference: PE002476-RW-1 Our client in the Financial Services industry is currently looking to employ a Financial financial services industry required. Relevant tertiary education or courses. Financial Services Industry but not limited to: Client Services: Implementation of the client services experience, as defined by the the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate
awaits you Requirements: Bachelor's Degree in Accounting or Finance required. SAIPA, CIMA advantageous
awaits you Requirements: Bachelor's Degree in Accounting or Finance required. SAIPA, CIMA advantageous
market trends. Identify and prescribe products or services based on the customer's needs. Promote current
market trends. Identify and prescribe products or services based on the customer's needs. Promote current
Reference: PE002436-JM-1 Our client in the Financial Services Industry based in Cape Town is currently looking
Reference: PE002436-JM-1 Our client in the Financial Services Industry based in Cape Town is currently looking