Client Service and Retention Consultants

**Client Services Consultant (Investments/Finance)** **R300K** **Cape Town** Have you recently graduated or are you currently completing your degree/post graduate? Do you have a passion for **investments,** **numbers, and finance?** **Then I urge you to continue reading and CLICK APPLY.** Stunning opportunity to launch your career with leading listed...

**Job Summary**: Aon South Africa has an exciting opportunity for a Client Service Consultant at our Cape Town Office. The role of the Client Service Consultant is to communicate and remain in contact with the insured client regarding service/complaints/queries. This position complies with our Employment Equity policies. **Key...

**Client Service Consultants** **Who is IDM** **What you can expect as an IDM'er**: - Daily interaction with your clients (**no face-to-face Client Service**) - Daily interaction with the biggest Financial Service Providers, including the big 5 banks - Acquiring expert knowledge of the National Consumer Act and Consumer rights. - Opportunity to start or...

KAAP Customer Service offers an excellent team of Customer Service Experts for your customers. As the first point of contact, we answer and assist with your customers' queries in a friendly, binding and professional manner. Close and courteous communication is what persistently gives your clients the feeling that they are not just in good, but the best...

**Investment Service Consultant** **Market Related** **Cape Town** CALLING ALL GRADUATES WITH A PASSION FOR INVESTMENTS, FINANCE AND NUMBERS. Kick-start your career with a leading Financial Service Company. You will be reporting to the team leader and will be responsible for engaging and establishing long-lasting client relationships by delivering a...

**How you'll role** **What you'll do** - Discussion and explanation of all funds and products offered - Assisting clients with processing information and quotes - Assisting clients with tracking and follow-up of transactions in progress - Responding to queries regarding investment performance - Clarifying and explaining investment approach and philosophy -...

**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...

**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...

**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...

THE ROLE- An exciting opportunity has become available for a Retention Adviser in the Client Engagement team at Santam Direct, with offices based in Cape Town**WHAT WILL YOU DO?**WHAT WILL MAKE YOU SUCCESSFULL IN THE ROLE?** - Retain clients by leveraging persuasive skills to identify and address their needs. - Create opportunities for retention by...

ooba is in search of an Insurance Retentions Consultant to join it's dynamic team. The purpose of this position is to assist the Insurance division with Capital Legacy leads on a daily basis.

**Client Service Consultants** What does the IDM Group (DebtBusters) offer it’s employees - A values and purpose-driven working culture - Key strengths collaboration and connection - Bursaries and internal training encouraging future studies - Merrit-based promotions in a fast-growing company - Medical Aid and Retirement Annuity - Rewards and...

**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 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 financial advice and solutions,...

My client is on the lookout for go-getters, the dreamers, and the doers. Ready to roll up your sleeves and join a place where they value fun as much as they value hard work? Then read on. **What are we looking for?** We are looking for someone with the following experience, qualifications and /or skillsets: - A relevant formal qualification (In either Call...

**Client Service Consultants** **What you can expect in this role, as an IDM'er** - Knowledge and experience gained within the Financial Services Industry - A development journey that will make way for your Client Service Career growth path - Bursaries - Medical Aid, Retirement Annuity company contribution, Employee wellness initiative and internal...

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...

**Client Service Consultant Century City Cape Town** **Excellent Salary** **Frogg Recruitment SA** **Job Types**: Full-time, Permanent

Vantage is looking for hungry, energetic, and positive individuals to join its growing team. 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...