Client Service Consultant

Job DescriptionNedgroup Investments: is a renowned global investment firm expanding its footprint in Europe. A part of Nedbank Group Ltd, Nedgroup Investments collaborates with top fund managers to ensure consistent long-term outperformance for clients. The focus is on delivering a superior investment experience.We're seeking a dynamic and articulate Client...

Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

Job Classification Job Family Sales and Service Career Stream Sales Leadership Pipeline Manage Self: Technical (MST)Job Purpose- Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is...

Client Services Consultant Location: Cape Town, Western Cape Closing Date 07 March 2024 Career Stream Sales Leadership Pipeline Manage Self: OperationalJob Purpose To provide administrative services to clients by attending to transactional, lending and investment needs to achieve Nedbanks' strategic focus to become a clientcentric bankResponsibilities: Build...

Client Service ConsultantWho is IDMAre you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career? If so, IDM is the place to be.The work we do and the way we do it make a real, lasting difference to the lives of those we reach.As an award-winning industry leader in financial advice...

Client Service ConsultantWho is IDMAre you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career? If so, IDM is the place to be.The work we do and the way we do it make a real, lasting difference to the lives of those we reach.As an award-winning industry leader in financial advice...

Job ResponsibilitiesClient Engagement:Respond to client needs by offering the right service and solution.Build client trust by applying your expertise and experience to do good for your client.Educate clients and potential clients on how to subscribe and service their account.Treat clients with respect, build trust, show care and humility in all client...

Who we are? Sanlam Investment Group: The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively...

Job Responsibilities:Provide client services to investors via various communication channelsProviding technical support in terms of Collective Investment Schemes and retirement productsAdhere to the daily schedule to ensure that targets are met by following the work planFollow their processes and values such as honesty; integrity; accountability; respect and...

Subject/ post title: Client Service Consultant / Social MarketerAbout Cyber Finance:We specialize in a range of effective debt solutions to help those who are struggling with debt to find a solution that suits their unique situation and helps them achieve financial freedom.The Cyber Finance office is based in the picturesque Tyger Waterfront in Cape Town and...

Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - YesJob Purpose Educate clients on the functionality of selfservice digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market shareResponsibilities: Client...

Job Description Manage costs / expenses within approved budget to achieve cost efficiencies Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions Manage existing clients and grow portfolio through making contact and generating leads Manage the growth of active customer Account Base to...

Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryProvide an...

Who is IDMAre you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career? If so, IDM is the place to be.The work we do and the way we do it make a real, lasting difference to the lives of those we reach.As an award-winning industry leader in financial advice and solutions, IDM is...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

Key areas of responsibility Confirming receipt of instructions with clients telephonically. Performing validations on incoming client instructions in relation to:Various legislative requirements relating to life and retirement products Completeness and accuracy of instruction from client/broker Proof of payment or money transfer FICA requirements complied...

Title:Service Consultant - Century City (CPT):Salary:Commensurate with experience)Description: Our client a financial consultant is looking for a Service Consultant to join their team. You will provide administrative support to all advisors in the Cape Town office and implement all client servicerelated processes within the organisation. To assist with...

Competencies: High energy levels Attention to detail Professional approach Good verbal & written communication skills in English and Afrikaans Knowledge of the Industry and benefits offered by Genesis Medical SchemeRequirements: Grade 1 Proven track record of client relationsAbility to commute/relocate: Cape Town,Western Cape: Reliably commute or planning to...

Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs.We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service.We offer a comprehensive...

Outsourced CFO is looking for a customer-centric individual who will champion client satisfaction and foster long-term relationships. You will be instrumental in guiding clients through their journey from onboarding to driving service adoption, and cultivate a culture of success.Reporting directly to the department heads of our Growth and CFO divisions.Job...