Updating client portfolios
Assist with planning and recommendation to clients on their portfilio
Portfolio construction
Liaise with clients
Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.
Ensuring accurate and
Advanced computer literacy (MS Office) Managing the complaint management and unauthorised transaction dispute dispute teams Prioritising of client complaints Managing of complaints end-to-end Direct communication (telephonic after resolving a complaint The post Complaints Manager appeared first on freerecruit.co.za .
Diligent and ambitious
Experience in managing various departments and staff members Original
with information technology • The capability to manage and work with data • Capable planner • Basic understanding
Description:
As the Customer Service Manager at Carrol Boyes, you will play a vital role in
Customer complaints management
Manage the customer support team in resolving enhance customer satisfaction.
industries. Job Description Your duties will encompass: Managing Team Schedule. Coordinate all aspects of service Proficiency in Microsoft Office and service management software. Experience from Engineering, Construction
description PORTFOLIO MANAGER JOB DESCRIPTION PURPOSE OF THE ROLE: The Portfolio Manager [PM] for Solver Property responsible for the effective and professional management of all Community Schemes [CLIENT] within his/her of the CLIENT per the management agreement between the CLIENT and SPS. Manage the relationship with the required laws and other governing the Property Management environment. Report on any financial challenges the specific rules applicable to the successful management and upholding of the required standards within
vacant position exists for a National Key Accounts Manager in the Guarding Division based in Centurion/Johannesburg Centurion/Johannesburg (National) for Facilities Managing Cash. The position requires operational experience in guarding and experience with Bidvest Protea Coin (BPC). Manage and take ownership of the operations. Ongoing input complaints by reporting to the correct person, manager, or department for urgent resolution and ensuring monthly, and quarterly automated reports to management Serve as point of contact between the Client's
vacant position exists for a National Key Accounts Manager in the Guarding Division based in Centurion/Johannesburg Centurion/Johannesburg (National) for Facilities Managing Cash. The position requires operational experience in guarding and experience with Bidvest Protea Coin (BPC). Manage and take ownership of the operations. Ongoing input complaints by reporting to the correct person, manager, or department for urgent resolution and ensuring monthly, and quarterly automated reports to management Serve as point of contact between the Client's
The Communication Centre: Support Manager will contribute to the high standard of quality client service both financial intermediaries and investors and manage a team of consultants. Leadership: Leading team decisions Management of workflow and efficiencies Managerial Functions: Performance Management Recruitment Recruitment General people management Implementation of management structures and team processes Coaching & product and process knowledge Proven Call Centre management experience will be an advantage