Client Service

Our CultureWe value collaboration, innovation, and continuous learning at Private Client Holdings. Our team is dedicated to delivering exceptional client service and making a positive impact in the community.**Job Summary**We are looking for a highly motivated and detail-oriented Private Client Support Specialist to join our team. You will provide...

About Our TeamWe are a dynamic and award-winning team dedicated to delivering exceptional client service in wealth management. We are passionate about creating a supportive and inclusive environment that fosters growth and development for our team members.**Job Description**This is an exciting opportunity to join our team as a Financial Services...

**_Position available: Client Experience Agent_** Looking for an Energetic Self-Motivated mature person to join our team! **Working Hours**: 7h30 - 16h30 Monday to Friday in office. 08h00 - 14h00 Saturdays (remotely or office) Salary expectation R 8000 per month. **Duties**: Telesales Quoting Enquires Scheduling Installations (and collections for Supply &...

**Introduction** **Role Purpose** Accurately process retirement fund member's data and provide fundadministration services within agreed service levels. **Requirements**: - Grade 12 or equivalent - 2 Years' relevant experience within a financial services environment - Employee benefits experience will be an advantage **Duties & Responsibilities** -...

**Role summary** We are seeking a client services administrator, reporting to the Senior Manager within the Alternative Asset Services of Sanne, to have responsibility for the daily client interaction internally and administrative responsibilities and provide full administrative support to the Client Services Manager to deal with ongoing and technical...

**Job description**: **Role summary** We are seeking a client services administrator, reporting to the Senior Manager within the Alternative Asset Services of Sanne, to have responsibility for the daily client interaction internally and administrative responsibilities and provide full administrative support to the Client Services Manager to deal with...

**About Us:**Sanlam Investment Group is a leading financial services and investment firm in Southern Africa, empowering generations to be financially confident, secure, and prosperous.We deliver on our purpose by leveraging our vast in-house expertise and strategic partner networks to access all asset classes across the globe. Our investment solutions are...

**_CLIENT SERVICE MANAGER - ** **_SILO - ** **_CAPE TOWN - ** **_CORE PURPOSE OF THE JOB: - ** The Client Service manager will be responsible for building and preserving trusting relationships with the client. They will be the first point of contact, managing all client requests, query management and reporting within agreed service levels. **_KEY...

Our client, one of Southern Africa’s leading administrator for products and services in the retirement fund and fiduciary industries is recruiting for Multilingual consultants to service their clients in South Africa. The purpose of the job is to handle workflow in the Client Service Centre and to ensure that the highest level of client service is...

Our client, one of Southern Africa’s leading administrator for products and services in the retirement fund and fiduciary industries is recruiting for Multilingual consultants to service their clients in South Africa. The purpose of the job is to handle workflow in the Client Service Centre and to ensure that the highest level of client service is...

Client Services AdministratorA company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator.Duties & ResponsibilitiesClient ServicesEnsure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening. This...

As the Client Service Director, you will be responsible for leading our agency's client service team, ensuring that we deliver exceptional experiences that meet or exceed client expectations.Key responsibilities include:Developing and executing client service strategies that drive customer satisfaction, loyalty, and retention.Building and maintaining strong...

About the RoleThe Sanlam Group is a leading financial services provider in South Africa, offering a range of products and services to individuals and businesses. As a Client Service Representative, you will play a critical role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesProvide professional and effective...

**Job no**: 575875 **Work type**: Full time **Location**: Belgrade, Serbia, Bratislava, Slovakia, Brno, Czech Republic, Budapest, Hungary, Cape Town, South Africa, Cluj, Romania, Constanta, Romania, Craiova, Romania, Johannesburg, South Africa, Katowice, Poland, Ljubljana, Slovenia, Novi Sad, Serbia, Subotica, Serbia, Timisoara, Romania, Warsaw, Poland,...

We're seeking a highly motivated and organized individual to fill the role of Client Service Specialist. In this position, you'll be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.About the RoleThis is a full-time position based on-site at one of our client locations.You'll work closely with...

**Introduction**Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose** - Effective execution of retirement fund administration in line with business, legislative and industry requirements, thereby improving overall client experience. - **Additional Information** This role is on a Pay for...

**Introduction** **Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page. **Role Purpose** - To provide an effective and efficient service to clients by receiving, evaluating and responding to enquiries timeously and to ensure monthly reconciliations are conducted and annuity payments are...

We are looking for a Client Services Coordinator to join our client's team in the Retail Industry. As a Client Services Coordinator, you will be responsible for building and maintaining strong relationships with retail customers, ensuring their satisfaction with products and services, and identifying opportunities for growth and upselling.About the RoleThis...

Job DescriptionThe Client Services Coordinator will be responsible for coordinating client services related to personal lines insurance policies. This includes conducting risk assessments, analyzing client portfolios, requesting and obtaining quotes from insurers, and ensuring all relevant documentation is filed electronically and in hard copy.Main...

Our financial recruitment desk currently has a vacancy for a Client Services Manager. Our client is an international group offering a full suite of financial and investment solutions. The core function of the Client Services Manager is to direct the operations across three vital workstreams: Key Accounts, Client Services and Technical Support. As a...