Client Service Consultant

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**: -...

Overview:Our client, a global asset management company, is seeking to appoint a Retail Client Services Consultant. This position requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the company’s products and processes, providing clarity on any questions or concerns they may have....

Overview:Our client, a global asset management company, is seeking to appoint a Retail Client Services Consultant. This position requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the company’s products and processes, providing clarity on any questions or concerns they may have....

Call Centre Consultants Parklands NorthOur client, South Africas largest importer, manufacturer and supplier of mobility goods and aids for the elderly and our head office is located in the Rivergate Business Park in Parklands North. They advertise and sponsor programs extensively on DSTV to generate enquiries for their products. Their call centre...

**Salary**: - 57000 **Description**: - 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...

Overview: Our client, a global asset management company, is seeking to appoint a Retail Client Services Consultant. This position requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the company’s products and processes, providing clarity on any questions or concerns they may have....

Overview:Our client, a global asset management company, is seeking to appoint a Retail Client Services Consultant. This position requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the company’s products and processes, providing clarity on any questions or concerns they may have....

**Overview**: **Responsibilities**: - Assisting and building relationships with customers either by telephone, electronically or face to face - Responding promptly to customer inquiries and following up on queries where applicable - Obtain and evaluate all relevant information to handle product and service enquiries - Record details of enquiries, comments...

Sable International Forex SA is a foreign exchange intermediary offering foreign exchange and exchange control services to companies and private clients. We’re recruiting for a Client Relations Consultant. If you are energetic, ambitious, enjoy interacting with clients and looking to develop your career we offer a dynamic and challenging environment where...

PURPOSE OF POSITION ROLES AND RESPONSIBILITIES 1. Draw Investments and Risk quotes. 3. Submit new business and manage all related processes. 4. Manage existing business queries - and keep advisor and client updated. 5. Work closely with Advice Consultants/Para-planners to draw and collate information required for AnnualReview files. 6. Work closely with...

**Tax Consultant** **Minimum Requirements** - Grade 12 / Matric - Minimum 3 years’ experience - Computer literate in MS Excel & MS Word - Highly presentable and confident - Strong communication skills both verbal and written - Exceptional analytical skills with a passion for accuracy and meticulous attention to detail - The ability to work independently...

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...

City Centre, Cape Town, Western Cape - Customer Service **Client Relations Consultant/ Customer Care (JB2755)** City Centre, Cape Town R15 000 - 18 000 CTC per Month Benefits: Performance related incentives Duration: Permanent Application closing date: 17 February 2023 Global company requires a professional Client Relations Consultant with at least 12...

Draw investments and risk quotes. - Position in Century City - Submit new business and manage all related processes. - Manage existing business queries and keep advisor and client updated. - Work closely with Advice Consultants/Para-planners to draw and collate information required for Annual Review files. - Work closely with Advice Consultants/Para-planners...

The Investment Platform Client Service team are a dynamic and resilient client focused team who are highly skilled in communication. The team are always striving to create a positive client experience with an emphasis on delivering superior service. The team is experienced in engaging with clients through various channels, including face to face...

The Investment Platform Client Service team are a dynamic and resilient client focused team who are highly skilled in communication. The team are always striving to create a positive client experience with an emphasis on delivering superior service. The team is experienced in engaging with clients through various channels, including face to face...

**Responsibilities**: - Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts - Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund...

Hire Resolve's client is seeking an Investment Service Consultant! Our client is seeking a dedicated and knowledgeable individual to provide exceptional service and support to their clients in the investment industry. As an Investment Service Consultant, you will be responsible for assisting clients with their investment needs, answering inquiries, and...

ROLE DESCRIPTION: This position is for a Risk and Performance Analyst with a respected Asset Consultant Company. PURPOSE OF JOB: Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers KEY RESPONSIBILITIES: - Daily, monthly and quarterly retrieval, validation, reconciliation,...

**REQUIREMENTS** - Matric, Relevant tourism qualification advantageous - Bilingual in English and Afrikaans essential - Own transport essential - Minimum ten years experience in a customer facing and administrative role - Computer Literate - Excellent communication and written skills, bilingual in English & Afrikaans - Must be exceptionally well groomed and...