Service Advisor

Job Summary:Job PurposeTo provide administrative support to the financial advisor and manage client data.Main ResponsibilitiesManage secretarial duties, including scheduling meetings and general office administration.Assist the financial advisor in servicing existing and new clients.Filing, capturing client data, and updating spreadsheets and word...

About the RoleWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team in Somerset West. As a key member of the Client Services Team, you will be responsible for managing client relationships, administering pension and trust schemes, and ensuring compliance with regulatory requirements.The ideal candidate will have...

A Vacancy in Client ServicesHelderberg Personnel seeks to employ a Trust and Client Services Officer who can provide exceptional support to the Client Services Team. The successful candidate will be responsible for managing client inquiries, resolving queries efficiently, and ensuring that all administrative tasks are completed accurately.This role offers...

About the RoleWe are seeking an experienced Senior Administrator to join our esteemed client, an elite financial services and investment concern located in Somerset West. The ideal candidate will be responsible for providing top-notch administrative support to the Financial Advisors team.

About the JobHelderberg Personnel is seeking a skilled Pension and Trust Scheme Manager to join their team in Somerset West. As a key member of the Client Services Team, you will be responsible for managing pension and trust schemes, ensuring compliance with regulatory requirements, and delivering exceptional client service.The ideal candidate will have a...

Helderberg Personnel is seeking a skilled Trust Officer to join their team in Somerset West. As a key member of the Client Services Team, you will be responsible for managing client questions and queries, attending to administrative tasks, and ensuring a high standard of client service is delivered at all times.The ideal candidate will have a relevant...

About the PositionWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team in Somerset West. As a key member of the Client Services Team, you will be responsible for providing general administrative support, managing client relationships, and ensuring compliance with regulatory requirements.The ideal candidate...

Accounting ServicesWe offer a range of accounting services, including monthly accounting and processing, bank reconciliations, and preparation of financial statements. Our team of experienced accountants provides high-quality service to our clients.The ideal candidate will have a degree qualification in Finance or Accounting, completed professional articles...

Job Description:Company OverviewHelderberg Personnel is seeking a skilled administrator to join their team in Somerset West.Key ResponsibilitiesManage secretarial duties, including scheduling meetings and general office administration.Assist the financial advisor in servicing existing and new clients.Filing, capturing client data, and updating spreadsheets...

Job DescriptionMain duties and responsibilities include:Secretarial Duties: scheduling meetings, general office administration, correspondence with clients and service providers;Assisting the financial advisor in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms, and follow-ups;Filing,...

A Leading Role in Client ServicesThe position of Trust and Client Services Officer is available at Helderberg Personnel. This role forms part of the Client Services Team and encompasses a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT's and Retirement Annuity Trust Schemes (RATs).In...

**THIS POSITION REQUIRES FRANCHISED MOTOR DEALERSHIP EXPERIENCE** **Job Requirements** Matric Certificate A valid Drivers License Must have at least 2 years of Service Advisor experience a franchised motor dealership Extremely customer - centric Exceptionally well groomed and presented Fully bilingual (English & Afrikaans) Have a clear understanding...

**Job Advert Summary**: We are seeking a highly motivated and customer-focused individual to join our team as an Automotive Service Advisor. As one of the faces of our dealership's service department, you will be responsible for providing exceptional customer service, coordinating vehicle repairs and maintenance, and ensuring that our customers' needs are...

**Job Advert Summary**: We are seeking a highly motivated and customer-focused individual to join our team as a Vehicle Service Advisor. As one of the faces of our dealership's service department, you will be responsible for providing exceptional customer service, coordinating vehicle repairs and maintenance, and ensuring that our customers' needs are met...

**Job Advert Summary**: We are seeking a highly motivated and customer-focused individual to join our team as an Automotive Service Advisor. As one of the faces of our dealership's service department, you will be responsible for providing exceptional customer service, coordinating vehicle repairs and maintenance, and ensuring that our customers' needs are...

**Job Advert Summary**: We are seeking a highly motivated and customer-focused individual to join our team as an Automotive Service Advisor. As one of the faces of our dealership's service department, you will be responsible for providing exceptional customer service, coordinating vehicle repairs and maintenance, and ensuring that our customers' needs are...

**Duties and Responsibilities**: - Management of the appointment process - Management of the booking in process - Preparation for the completion of work - Monitoring the vehicle repair/maintenance process - Completing, hand-over of vehicles and follow-up with customers - Management of the process to ensure CSI - Adhere to Dealer Standards **Minimum...

**Duties and Responsibilities**: - Management of the appointment process - Management of the booking in process - Preparation for the completion of work - Monitoring the vehicle repair/maintenance process - Completing, hand-over of vehicles and follow-up with customers - Management of the process to ensure CSI - Adhere to Dealer Standards **Minimum...

Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients. They are looking for a motivated and detail-oriented individual to join their team as a Financial Advisor in their Stellenbosch office. Key Responsibilities: - Provide expert financial advice and planning to...

Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients are looking for a motivated and detail-oriented individual to join our team as a Financial Advisor Assistant , in Stellenbosch. Key Responsibilities: - Assist in preparing financial plans, reports, and...

Handling customer inquiries and providing exceptional customer service. - Welcoming customers to a warm environment and giving customers peace of mind by explaining work carried out on collection. - Following up with workshop and providing accurate feedback to customers multiple times a day. - Assisting with scheduling appointments and meetings. -...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

Minimum Requirements:Must have a minimum of 2 years recent experience as a Service Advisor within the Automotive IndustryGrade 12 Qualification essentialValid Driver's Licence essentialMust have the ability to work in a high pressure environmentParticular brand experience will be an advantage (to be disclosed to shortlisted candidates only)Must be a South...

Liberty, SA's leading long term insurer is seeking a dynamic entrepreneurial minded Financial Advisor for their Randburg offices. Background Founded in 1957 and now nearly 60 years later, with a presence in 16 African countries, Liberty has grown from being a South African life insurer to a pan-African financial services company, offering asset management,...

**About the job**: Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite. To provide effective and timely administrative assistance for Financial...

**Job Advert Summary**: We are currently seeking a talented and enthusiastic Vehicle Sales Advisor to join our team and contribute to our continued success. As a Sales Advisor with Rola Volvo, you will be responsible for engaging with customers, understanding their needs, and guiding them through the sales process. You will have the opportunity to work with...

**Listing reference**: 016247**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Other: FMCG, Retail, Wholesale and Supply Chain**Location**:Somerset West - **Contract**:Permanent**Remuneration**:Market Related - **EE position**:Yes**Introduction** - To offer exceptional service to all customers by...

Western Cape , Somerset West NegotiableNegotiable (Negotiable) Audi or VW Technician - Cape Town - Western Cape Our client is looking for a qualified Audi or VW technician. **Responsibilities**: - To carry out diagnostic and electrical work and support junior mechanics - To take steps to ensure servicing of the vehicle remains within the targeted...

About YouWe are looking for a motivated and results-driven individual who is passionate about sales and distribution. If you have a proven track record of driving growth and increasing sales, we want to hear from you!Job DetailsThis is an exciting opportunity to join a dynamic team and contribute to the success of our business. As a key member of our sales...

**About Us**: We are a dynamic financial services company looking for an enthusiastic and motivated Telemarketer to join our team. If you enjoy interacting with people, have a passion for sales, and are looking for an entry-level opportunity, we want to hear from you! This role is ideal for recent graduates, those who have recently completed an internship,...