Reference: NEL011315-VX-1 The role for a Service Consultant demands a proactive, detail-oriented individual computer literacy. Minimum 5 years' experience as a Service Consultant in Financial Planning. Familiarity with
Reference: NEL011315-VX-1 The role for a Service Consultant demands a proactive, detail-oriented individual computer literacy. Minimum 5 years' experience as a Service Consultant in Financial Planning. Familiarity with
To provide advisory services, to clients depicting early warning signs of distress, that support limiting clients through providing management consulting services, specialist knowledge, and expertise to help them clients who would require management consulting services, training, support, mentorship and development
product and new process, and provide best of breed service to all clients being local and international asset counterparty set-up - Trade Lifecycle support – ensure correct trade booking, confirmation and settlement. - Review Compliance with company policy and procedures, Client Service Level Agreements and internal controls. - Ensuring Ensuring Corporate Actions and elections are correctly processed. - Review of daily units in issue reconciliation to 5 years experience of: - Financial services support departments and business problems - Trading methodologies
To promptly and efficiently assist the department by providing an efficient and effective administrative
Minimum of 3-5 years’ experience in a Financial Services administrative environment
•   Understanding
processÂ
•   Experience in Customer Service and Care
•   Experience in collection
documents on Docupedia and update SAP to reflect correct security (e.g. SNBs, Mortgage Bonds and GNBs).
documents on Docupedia and update SAP to reflect correct security (e.g. SNBs, Mortgage Bonds and GNBs). timeously. Check that the documents received are correct comply with audit requirements. Issue LODs to clients duties effectively and efficiently. Efficient and Service Excellency to be provided to both internal and stakeholders To promptly and efficiently assist the department by providing an efficient and effective administrative Minimum of 3-5 years' experience in a Financial Services administrative environment• Understanding and
ensuring the provision of professional support services to the surviving dependents/beneficiaries (for (for informed allocation of benefits) to the correct beneficiaries in compliance with the Fund rules, Section of the section •Contribute ideas for improved service delivery at Management meetings. •Compile comprehensive minimal errors. Oversee the provision of social services to guardian cases; implementation of Benefits investigations and social advice from other internal departments •Implementation of decisions, requests and referred
Drafting, formatting and compiling monthly internal department update/progress report, together with input from Calculation of commissions/fees earned for services rendered by department • Updating of comments to Debtors List done by the department • All other general facilitating and assistance to EH / department • Pro-active
planning, Client solutioning, Client retention, Service management, Organic revenue growth through cross relationship between THE COMPANY and our clients for all services being provided by THE COMPANY and ensuring the formalized client service reviews oversee the effective delivery of client service expectations through manage a portfolio of “Key Accounts” to drive service delivery and organic growth through cross and upsell revenue targets. Through the process of regular service reviews and account plans, ensure the proactive