The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Company's private wealth clients, fostering confidence and goodwill with these clients thereby understanding products and services offered. Client Relationship Specialists conduct client reviews with clients in order but not be limited to: Attending to all existing client queries and request timeously and professionally professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads received
your career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family in Johannesburg to manage client investment portfolios by taking the clients specific situation, the agreed proper take-on of new clients, collecting FICA and liaising with the client service team.
Office and Client relationship manager
Office and Client relationship manager all admin is up to date
tailored to meet the diverse needs of their clients. Our client is a dynamic insurance entity specializing non-negotiable Duties: Process underwriting results per client onto the general ledger including premium, reinsurance recoveries, commissions and fees. Process reserves per client onto the general ledger i.e. outstanding claims corresponding reinsurance portions. Process income tax per client onto the general ledger. Process cashbook transactions entries per client onto the general ledger. Prepare Balance Sheet reconciliations per client. Prepare client
Design and evaluate the client experience across various touchpoints in client operations with a focus on enhancing client junctions, communication and improving their new business, servicing and claim journeys applying insights to continuously improve the desired client experience. Take ownership of customer experience monitoring and reporting of all functions within client operations functions. Gather and analyse customer Previous experience in working with client and/or intermediary service providers. Numeracy – Accounting
Design and evaluate the client experience across various touchpoints in client operations with a focus on enhancing client junctions, communication and improving their new business, servicing and claim journeys applying insights to continuously improve the desired client experience. Take ownership of customer experience monitoring and reporting of all functions within client operations functions. Gather and analyse customer Previous experience in working with client and/or intermediary service providers. Numeracy – Accounting
Our client is a leading global technology company providing software solutions for financial services businesses and deliver exceptional service to their clients. Our client has a comprehensive suite of software software products covers various aspects of financial services, including trading, wealth management, mortgage and improve client engagement in the rapidly evolving financial landscape. Join our client's dynamic team team as a Client Relationship Manager in the Commercial (Enterprise) sector. You would be responsible
Our client is a leading global technology company providing software solutions for financial services businesses and deliver exceptional service to their clients. Our client has a comprehensive suite of software software products covers various aspects of financial services, including trading, wealth management, mortgage and improve client engagement in the rapidly evolving financial landscape. Join our client's dynamic team team as a Client Relationship Manager in the Commercial (Enterprise) sector. You would be responsible
Our client is a leading global technology company providing software solutions for financial services businesses and deliver exceptional service to their clients. Our client has a comprehensive suite of software software products covers various aspects of financial services, including trading, wealth management, mortgage and improve client engagement in the rapidly evolving financial landscape. Join our client's dynamic team team as a Client Relationship Manager in the Commercial (Enterprise) sector. You would be responsible
your articles and keen to grow within financial services? Is this you? You've completed you're SAIPA/ SAICA gained experience in financial services or audited financial services. You're adept at managing deadlines 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 doing it You'll be joining a prestigious financial services firm with an international presence, specializing