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Client Relationship Specialist - Wealth Management NEW
Umhlanga Rocks
20 000 + monthly bonuses based on KPI's
- Attend to all existing client queries and requests
- Handle, maintain, and track of all leads received template and daily figures
- Liaison with all clients allocated to the Wealth Specialist team
- Making correct paperwork for all set appointments and all reviews
- Checking of all deal packs and will
subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20
share this job on whatsappClient Specialist Umhlanga
Isisekelo RecruitmentUmhlanga Rocks
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth will include but not be limited to: Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such the correct paperwork for all set appointments and all reviews Checking of all deal packs and will applications subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20
Client Relationship Specialist
Isisekelo RecruitmentUmhlanga Rocks
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth will include but not be limited to: Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such the correct paperwork for all set appointments and all reviews Checking of all deal packs and will applications subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20
Finance Assistant Accounts Receivable
WoolworthsWestern Cape
and confirmations are received. Recover debt from All customers within the agreed payment terms. Identify BOP categories for Intercompany Debtor payments. Ensure timeous and proper communication to All customers Ensure that all customer monthly processing has been completed and payments allocated. Review all manual billing
Finance Assistant Western Cape
WoolworthsWestern Cape
and confirmations are received. Recover debt from All customers within the agreed payment terms. Identify BOP categories for Intercompany Debtor payments. Ensure timeous and proper communication to All customers Ensure that all customer monthly processing has been completed and payments allocated. Review all manual billing
Client Specialist Umhlanga
Srg Recruitment Ltd.South Africa
Financial Planning and RE 5 as well as licensed for Category 1 FSP. Please email Andrea Galloway: andreagsrgfp
Client Relationship Specialist (wealth Manager Hnw) Market Related
Srg Recruitment Ltd.South Africa
Financial Planning and RE 5 as well as licensed for Category 1 FSP. Please email Andrea Galloway: andreagsrgfp
Client Specialist Umhlanga
Yates RecruitmentUmhlanga Rocks
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth they work for. They provide first class service to all clients and as such increase the Company's market actively incentivised in this regard. Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as
Client Relationship Specialist
Yates RecruitmentUmhlanga Rocks
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth they work for. They provide first class service to all clients and as such increase the Company's market actively incentivised in this regard. Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as
Client Relationship Specialist
Umhlanga Rocks
responsibilities:
- Attending to all existing client queries and requests timeously and service.
- Handling, maintenance and tracking of all leads received by the Wealth Specialist team such template and daily figures
- Liaising with all clients allocated to the Wealth Specialist team as company's CRM package XPlan
- Checking of all deal packs, cover schedules and will applications services
- Licensed for the following subcategories on a Category 1 License
- Class of Business training completed
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