Client Service Consultant

Overview:Our client, a global asset management company, is seeking to appoint a Retail Client Services Consultant. This position requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the company’s products and processes, providing clarity on any questions or concerns they may have....

Overview:Our client, a global asset management company, is seeking to appoint a Retail Client Services Consultant. This position requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the company’s products and processes, providing clarity on any questions or concerns they may have....

Call Centre Consultants Parklands NorthOur client, South Africas largest importer, manufacturer and supplier of mobility goods and aids for the elderly and our head office is located in the Rivergate Business Park in Parklands North. They advertise and sponsor programs extensively on DSTV to generate enquiries for their products. Their call centre...

Overview:Our client, a global asset management company, is seeking to appoint a Retail Client Services Consultant. This position requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the company’s products and processes, providing clarity on any questions or concerns they may have....

Overview: Our client, a global asset management company, is seeking to appoint a Retail Client Services Consultant. This position requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the company’s products and processes, providing clarity on any questions or concerns they may have....

**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 Scheme **Requirements**: - Grade 12 - Proven track record of client relations Ability to commute/relocate: - Cape Town, Western...

Be a part of a young and exciting company in the financial services industry. If you are keen to make a positive difference in people’s lives and grow your finance career at the same time this is the opportunity for you. Responsibilities and Duties - Manage a portfolio of clients - Develop and maintain a great relationship with his/her clients - Conduct...

**Overview**: **Responsibilities**: - Assisting and building relationships with customers either by telephone, electronically or face to face - Responding promptly to customer inquiries and following up on queries where applicable - Obtain and evaluate all relevant information to handle product and service enquiries - Record details of enquiries, comments...

**Tax Consultant** **Minimum Requirements** - Grade 12 / Matric - Minimum 1-2 years’ experience - Computer literate in MS Excel & MS Word - Highly presentable and confident - Strong communication skills both verbal and written - Exceptional analytical skills with a passion for accuracy and meticulous attention to detail - The ability to work independently...

PURPOSE OF POSITION ROLES AND RESPONSIBILITIES 1. Draw Investments and Risk quotes. 3. Submit new business and manage all related processes. 4. Manage existing business queries - and keep advisor and client updated. 5. Work closely with Advice Consultants/Para-planners to draw and collate information required for AnnualReview files. 6. Work closely with...

**Reference**: 9300 NB **Consultant**: Nine Broodryk Understand products and services offered by the business. Analyse monthly fund performances and support with preparation of monthly business reports, third-party fund units report and updating and adding client accounts on our third-party funds supplier for our active investment client strategies. Support...

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...

**Tax Consultant** **Minimum Requirements** - Grade 12 / Matric - Minimum 3 years’ experience - Computer literate in MS Excel & MS Word - Highly presentable and confident - Strong communication skills both verbal and written - Exceptional analytical skills with a passion for accuracy and meticulous attention to detail - The ability to work independently...

Service Coordinator Main Duties: - Compile quotes for servicing and remedial(repair) works. - Send reminders to clients for services that are due as per service matrix. - Schedule the service techs and inform clients accordingly. - Receive job cards and process for invoicing. - Draw stock from stores for remedial works or place request for purchase...

Intelligent Debt Management’s job vacancy, Career and Recruitment Job title : Graduate Opportunity – Client Query Consultant jobs in Western Cape Job Location : Western Cape, Cape Town Deadline : April 26, 2024 Quick Recommended Links Jobs by Location Job by industries Graduate Opportunity – Client Query Consultant DebtBusters is currently...

The Investment Platform Client Service team are a dynamic and resilient client focused team who are highly skilled in communication. The team are always striving to create a positive client experience with an emphasis on delivering superior service. The team is experienced in engaging with clients through various channels, including face to face...

**Job Requisition** - REQ 122948**Job Location** - Sales and Services - Career Stream- Sales - Leadership Pipeline- Manage Self: Operational - FAIS Affected**Job Purpose** - To provide administrative services to clients by attending to transactional, lending and investment needs to achieve Nedbanks' strategic focus to become a client-centric...

Hire Resolve's client is seeking an Investment Service Consultant! Our client is seeking a dedicated and knowledgeable individual to provide exceptional service and support to their clients in the investment industry. As an Investment Service Consultant, you will be responsible for assisting clients with their investment needs, answering inquiries, and...

**Title**: **Service Consultant - Century City (CPT)**: **Salary**: - 20000 (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 service-related processes within the...

ROLE DESCRIPTION: This position is for a Risk and Performance Analyst with a respected Asset Consultant Company. PURPOSE OF JOB: Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers KEY RESPONSIBILITIES: - Daily, monthly and quarterly retrieval, validation, reconciliation,...