Client Service Consultants

My client, a leader in the education industry, has a vibey, high-volume, incoming call centre and requires a dynamic, dedicated and sparkling client service consultant to join their existing team. Your communication abilities, the way you can resolve issues and your zest for life will be the skills that will excite them In terms of qualifications, they...

**Client Service Consultant** **Who is IDM** Are you looking to use your experience, 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 Consultant** **Who is IDM** Are 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...

Job title : Client Service ConsultantJob Location : Western Cape, Cape TownDeadline : December 05, 2024Quick Recommended Links Jobs by Location Job by industries What you can expect from your first year at IDM: Communication with clients you are helping on an ongoing basis (no face-to-face Client Service/Sales). Exposure to the biggest Financial Service...

**Requisition Details & Talent Acquisition Contact** **REQ**: 136022**Location**:Cape Town V & A Waterfront**Cluster**:Nedbank Wealth - Nedgroup Investments**Closing Date**: 16 December 2024**Job Family** - Sales and Service**Career Stream** - Client Service**Leadership Pipeline** - Manage Self: Technical (MST)**Job Purpose** **Nedgroup Investments** is an...

Western Cape, Cape Town - Annually Cost To Company (Market related) A well-established company is seeking an Investment Client services Consultant The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences. **Qualification**: -...

​Client Onboarding FunctionCA Financial Appointments seeks a well-respected Client Service Consultant to join their transfer agency team. This role has a focus on the client onboarding function, ensuring seamless integration and compliance with relevant legislation.Responsibilities:Manage the client onboarding process, creating accounts for individuals and...

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...

**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...

**Job Classification** - Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)**Job Purpose** - We are looking for dynamic and well-spoken Client Services Compliance Consultant to join the team in Cape Town. The core purpose of this role is to ensure that the company follows the relevant laws,- regulations and...

Job title : Client Service Consultant (Forex)Job Location : Western Cape, Cape TownDeadline : December 28, 2024Quick Recommended Links Jobs by Location Job by industries Job Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs, processing their requests in the Forex Service Team....

Job title : Client Service Consultant (Forex) Job Location : Western Cape, Cape Town Deadline : December 28, 2024 Quick Recommended Links Jobs by Location Job by industries Job Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs, processing their requests in the...

Well-respected fund services client's transfer agency team seeks a Client Service Consultant to join them. This role has a focus on the client onboarding function.Responsibilities: Manage client onboarding process, account creation for individuals and legal entities Verify DocFox authorised daily, and necessary FICA requirements met before loading investor...

Who are we? At Sanlam, we bring 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. Our comprehensive...

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...

Job Description Dear Future, Client Service Specialist Are you someone who can: - 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...

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...

Job Title: Client Service Consultant Reporting Line: Team Leader OnboardingLocation: Westlake, Cape TownPurpose of the RoleAs a Client Onboarding Champion, you will play a pivotal role in ensuring a seamless onboarding experience for clients, acting as a vital link between clients and the operational teams. Your primary responsibility will be to deliver...

**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...

Career Opportunities: Investment Service Consultant | Retail Client Services (8031) Short Description The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. Job Summary Why should you consider Allan Gray? At Allan Gray, you will spend your days doing meaningful and...