Portfolio Insights and Client Support Services

**Introduction** - Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full...

**Why This Role?**: Are you a results-driven professional with a passion for building lasting relationships and navigating the dynamic world of financial services? Our client, a leader in the mining rehabilitation space, is looking for a **Portfolio Manager** to manage a growing portfolio of clients, lead financial process efficiencies, and drive new...

Our client in the financial services (LISP) industry is looking for a Client Service Consultant to join their dynamic team on a 7 month FTC contract. Key Responsibilities Scope of the Role: - To provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit...

We are looking for an excellent customer Service Host, fluent in a minimum of two languages, who have a genuine interest and liking for people. This person will act as a liaison, promote product/campaign information, and resolve any emerging problems that our clients might face with accuracy and efficiency. **Key Duties and Responsibilities**: - Must...

**Job description** - Regular communication and correspondence with clients, both formal and informal - Ensuring timeous response to client queries and requests within own client portfolio - Maintain, service and assist on own and unallocated portfolio of clients in order to add value to the clients, and to achieve client satisfaction - Provide report backs...

Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs, processing their requests. Apply appropriate sales processes within unit to achieve sales targets. Converting leads to sales by opening active accounts to achieve annual targets. Hello Future Client Service Consultant ...

**Introduction** Blue-Ion is a multi-disciplined company where at the core lies an energetic team which permeates into every project undertaken. With over 15 years of experience, predominantly in international markets, it has become a leading provider in digital marketing content as well as software development expertise and online solutions, seeking to...

**Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group,the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - Effective execution of...

-Introduction Role Purpose Effective execution of retirement fund administration in line with business, legislative and industry requirements, thereby improving overall client experience. Requirements - Matric or equivalent - 2 - 3 Years' experience in a Financial services administration environment Duties & Responsibilities - Taking ownership of complaints...

**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** Effective execution...

Assist senior team member with report backs to delegated clients and/or advice clients. - Assist senior team in keeping clients updated with developments in investments. - Maintain, service and assist on a senior team members portfolio of clients in order to add value to the clients, and to achieve client satisfaction. - Support the deliverables associated...

**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** Effective execution...

Company Description **About the agency** Machine_ is a TTL creative solutions agency represented across Cape Town, Johannesburg and Durban, and is home to over 150 adventurous minds. At Machine_ we don’t believe that intuition and gut feel are enough. That’s why everything we do starts with an insight. Our team of experts uses these insights to create...

Gauteng, Sandton - Annually Cost To Company (Market related, Negotiable) - To support in the Client Support and Growth (CSG) Division through the conversion of data points into actionable visual display and insights, reporting and predictions that can drive and support operating efficiencies, enhance quick and accurate decision making while driving ongoing...

Role OverviewAs a Client Service Consultant at FirstRand Bank Limited, you will play a pivotal role in delivering exceptional service to customers, ensuring their needs are met, and exceeding their expectations. Your primary objective will be to provide proactive, innovative, and appropriate solutions to drive sales targets and achieve cost efficiencies.Key...

**Company Description** We are the ROI Agency We blend data, technology and brilliant specialists to scout out new opportunities, solve complex challenges and grow our clients’ business What we believe: We believe in exploring new perspectives. Looking at things differently. Turning structures upside down, back to front and sideways. Excited by what we...

Client Development Manager Bank/Fin Services/Insurance ~ Call Centre BPO Sandton - Gauteng - South Africa Are you an experienced professional with a strong background in Direct Marketing and client relationships? We're looking for an exceptional Hunter to report to the Head of Client Development and Marketing. About the Role: As a Client Development...

-Introduction Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

**Company Description**: - We are the ROI Agency_ - We blend data, technology and brilliant specialists to scout out new opportunities, solve complex challenges and grow our clients’ business_ - What we believe:_ - We believe in exploring new perspectives. Looking at things differently. Turning structures upside down, back to front and sideways. Excited...