Financial Contact Center Advisor

The Agentsy BPO is looking for Financial Contact Centre Advisors ready to deliver stellar financial advice based on clients' needs. Mandatory Criteria: - Grade 12 - Minimum 3 years experience in the financial sales sector or a similar role ( beneficial) - Knowledge of insurance industries - Clear criminal record and credit check - Attention to Detail and...

Key Responsibilities:Prepare for the arrival of customersTake care of customers at the initial consultation upon arrivalEnsure accurate warranty and motor plan details on the systemUpdate Dealer Management System, track all vehicles, and update control systemsLiaise with customers regularly throughout the serviceEnsure accurate invoice paymentsVehicle...

Requirements: Grade 12 / Matric Bachelors degree in either Business, Economics, or Finance - preferred 3 - 5 years experience in a similar role Knowledge of Investment, life, or medical sectors - advantageous Proficient in MS Office 365 Suite (Intermediate Excel Skills) Fully bilingual (Afrikaans & English) Drivers license and own reliable...

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...

The Agentsy BPO is urgently looking for Telesales Agents with experience in a Contact Center. Individuals MUST be ready and able to hit the road running. Mandatory requirements include: - Reside in the Somerset West and surrounding areas - Minimum 2 years of Sales in a Contact Center - Great command of the English Language - Proficient in Microsoft Office...

The Agentsy BPO is urgently looking for Telesales Agents with experience in a Contact Center. Individuals MUST be ready and able to hit the road running. Mandatory requirements include: - Reside in the Somerset West and surrounding areas - Minimum 2 years of Sales in a Contact Center - Great command of the English Language - Proficient in Microsoft Office...

Minimum RequirementsMust have at least 3 years experience in a Truck Service Advisor capacityMust have contactable referencesMust have a valid Drivers Licence Must have a Grade 12 QualificationSalary StructureBasic salary negotiable depending on experienceBenefits (Only suitable candidates will be shortlisted and contacted within 14 days)

Minimum Requirements Must have at least 3 years experience in a Truck Service Advisor capacity Must have contactable references Must have a valid Drivers Licence Must have a Grade 12 Qualification Salary Structure Basic salary negotiable depending on experience Benefits (Only suitable candidates will be shortlisted and contacted within 14 days)

**Western Cape**, Somerset West** **(Market related)** Our client based in Helderberg is looking for a CA (SA) Financial Director with 8 years post article experience in a similar position to join their team. EMPLOYMENT TYPE : Permanent SECTOR : Finance BASIC SALARY : Market Related START DATE : Immediate **REQUIREMENTS**: - Minimum CA (SA) or...

Overview: Finbond Mutual Bank is seeking a dynamic and experienced Call Center Manager to oversee our call center operations based in Somerset West, Cape Town. The call center serves as a control center for our bank branches nationwide, as well as providing essential services to customers for credit and transactional banking needs. We are looking for a...

Key Responsibilities: Oversee and manage the financial operations of the Company. Prepare financial statements, budgets, and forecasts. Monitor and analyse financial performance, providing insights and recommendations. Ensure compliance with relevant financial regulations and standards. Collaborate with other departments to optimise financial processes....

Key Responsibilities:Oversee and manage the financial operations of the Company.Prepare financial statements, budgets, and forecasts.Monitor and analyse financial performance, providing insights and recommendations.Ensure compliance with relevant financial regulations and standards.Collaborate with other departments to optimise financial processes.Manage...

**Join Our Team as a German-Speaking Agent!** Are you ready to embark on a career adventure like no other? Look no further! We're on the lookout for passionate and motivated German-speaking agents to join our Somerset-based contact center, nestled in the beautiful Helderberg Area. **Why Choose Us?** - We're a Somerset-based contact center with a global...

This firm offers clients tailored share portfolios (local and international) through access to market leading offshore investment products and structures. The role is client-facing and will initially focus on servicing existing clients and then growing a new client base of high net worth individuals. This is hybrid role, with a typical day focussing on...

The Agentsy is a group of fun-loving, dynamic individuals operating as a Business Process Outsourcing Center. Though we get the job done, we do it whilst having fun (see what we did there!?). If you are ready to add your very own personal flare to our organization then continue reading. The Agentsy is currently looking for 20 Multi-lingual Customer Service...

BCom / BBusSc or similar finance / wealth / investment management related qualification. Completed post graduate diploma or CFA/CFP qualification will be given preference. RE1 / RE5 is beneficial. **Skills and experience required**: At least 2 - 3 years’ experience as a client wealth manager / financial advisor / planner / similar. Experience in...

**Reference**: 7662 AV **Consultant**:Anneke Viviers - _The primary focus is delivering an exceptional Forex Market Trading platform and top-tier Training Academy to equip clients for success._ - Proactively identifying and pursuing new business opportunities through diverse channels such as cold-calling, networking, referrals, and social media -...

The Agentsy BPO is looking for Payment Resolution Specialists with experience in a Contact Center. Individuals MUST be ready and able to hit the road running. Mandatory requirements include: - Must have 2 years minimum experience in sales, customer service/collections - Proficiency in the use of CRM programs and debt collection software to update records...

Minimum Requirements Must have at least 3 years’ experience in a Financial Accountant capacity Computer Literacy (MS Office, Outlook) Must have a BCom Degree in Accounting Accounting experience in the manufacturing industry will be an advantage Must be able to work under pressure in a high volume environment Must have contactable references Salary...

Take On / Data Migration Consultant (POS24082a)Somerset WestR 15 000 to R 18000 per monthJob Purpose:To assist new and existing customers with integrations and migrations of their financial web applications.RequirementsGrade 12 with accounting as subjectOr Financial qualification (Certificate, Diploma or Degree)Experience in a financial position would be a...