organization and security. Provide excellent customer service , addressing inquiries and ensuring customer satisfaction
office and team within the financial sector. We require an Associate Financial Planner who is passionate planning for our clients (Investment proposals, Financial Needs Analysis, Strategy documents, Calculations is required but loads of passion for holistic financial planning. (We will provide training) Market related
JOB DESCRIPTION | FINANCIAL PLANNING ASSOCIATE - CAPE TOWN
Job summary
One of our
position of Financial Planning Associate. The main objective of this role is to prepare financial proposals
assist members with general enquiries where the financial advisors involvement is not required. You must
retirement, as well as tax in the context of financial planning.
Key areas of responsibility:
with colleagues and clients throughout the financial services environment, both within and outside of the
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you you? You've kick started your career in financial planning and the part you enjoy most if the research and chance to focus on just that without the client consultation side of things so no need for you to find clients prepare financial proposals and assist members. You will propose solutions and draft financial recommendations recommendations to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining
ever-growing law firm in Sandton is looking for an Associate to join the team Bring in and maintain a portolio
the financial services / cash management solutions sector requires a Merchant Services Consultant with with outstanding customer service skills Act as the liaison between clients, internal departments, and Business Development Consultants Provide excellent service support to the Business Development Consultants Monitor sites on hold Support the Business Development Consultants with on hold clients Identify potential sites and experience in administration and customer service Able to multitask Able to work in a fast-paced
potential customers with an enticing overview of the services dormakaba provides. Effective communication skills customers. Previous sales experience or customer service CRM experience. Basic understanding of physics
the automotive industry seeks for Customer Service Consultant to join their team Customer complaint and and externally. Achieve voice, email and quality Service Level targets as per agreement. Minimum of 3 years
The Service Sales Consultant will be responsible for new business growth and development for our service service team by selling our service offering, installation and maintenance service contracts to new and existing potential customers with an enticing overview of the services dormakaba provides. Effective communication skills customers. Previous sales experience or customer service CRM experience. Basic understanding of physics
the automotive industry seeks for Customer Service Consultant to join their team Customer complaint and and externally. Achieve voice, email and quality Service Level targets as per agreement. Minimum of 3 years