claims, withdrawals, investment switches, policy services, beneficiary changes, new investment and life
Duties:
correspondence
Reference: RST001770-ab-1 Life Insurance Client Service Administrator required in Rustenburg. Qualifications claims, withdrawals, investment switches, policy services, beneficiary changes, new investment and life life assurance applications. Duties: Policy services (debit order, address, cessions, withdrawals, surrenders disease) Must be able to communicate well with clients and work under pressure Salary R15 000.00 Please
Reference: RST001770-ab-1 Life Insurance Client Service Administrator required in Rustenburg. Qualifications claims, withdrawals, investment switches, policy services, beneficiary changes, new investment and life life assurance applications. Duties: Policy services (debit order, address, cessions, withdrawals, surrenders disease) Must be able to communicate well with clients and work under pressure Salary R15 000.00 Please
company that provides investment and wealth planning services to high-net-worth individuals, families, selected seeking for a Client Services Administrator Client Services Ensure compliance - Client onboarding KYC KYC (Know your customer), FAIS and client screening – This requires a thorough understanding of the latest screening the client through Docfox. Perform trading/subscription/redemptions/transfer tasks on clients' accounts platform. Liaise with Investec FXEXCON team regarding client's SDA (Single Discretionary Allowance) and FIA (Foreign
listed Asset Management company and engage with clients face to face, via email or telephone providing processes. Trouble-shoot and problem solve and ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years experience in an Asset Management business; Financial Services experience specifically Asset Management, Retirement Offshore; Call Centre experience in Financial Services business; Excellent business writing skills; Afrikaans
be but not limited to:
* Policy services (debit orders, change of addresses, withdrawals
options
* Must be able to communicate well with clients and be able to handle extreme pressure
handling of client service tasks.
RST001772-WHN-1 Join Our Team: Life Insurance Client Service Administrator Wanted Are you a dedicated professional passion for client service in the long-term insurance industry? We're seeking a skilled Client Service Administrator handling of client service tasks. Comprehensive Skills: Proficient in various aspects of client service operations processing, withdrawals, investment switches, policy services, beneficiary changes, new investments, and life with the ability to communicate effectively with clients, colleagues, and stakeholders. Ability to Work
Our Client, Debtbusters a division of IDM has an opportunity for a Client Service Consultant. Who is is IDM? Serving clients from a division of IDM, DebtBusters' make an impact on the lives of South Africans Africans, committed to providing the best service to those in need with our taylor-made financial solutions Responsibilities: Resolving client queries dealing with: Debt counselling Additional financial services/products The Credit reports Effective referral of clients to other products/services such as insurance (life, credit,