Client Service Consultant

**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 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...

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**: -...

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...

Client Services Consultant Location: Cape Town Model: Hybrid Requirements: The IT Services Consultant must have at least 3-5+ years' experience in the IT & Networkingenvironment and must have formal IT qualifications, ideally Microsoft roll-based certifications. A candidate with both the attitude and aptitude to succeed in Server/Network Support, Cloud...

**Job Classification** - Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)**Job Purpose** - We are looking for dynamic and well-spoken Client Services Compliance Consultant to join the team in Cape Town. The core purpose of this role is to ensure that the company follows the relevant laws,- regulations and...

About UsSanlam is a leading financial services company that brings together 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...

About Rory Mackie & AssociatesWe are seeking a highly skilled Client Service Consultant to join our dynamic and resilient client-focused team. As a Client Service Consultant, you will play a critical role in delivering superior service to our clients, ensuring their complete satisfaction with our company and service.Key Responsibilities:Portfolio Servicing...

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...

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...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

Job Description Dear Future, Client Service Specialist Are you someone who can: - Manage costs / expenses within approved budget to achieve cost efficiencies - Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions - Manage existing clients and grow portfolio through making contact and...

Job Description - Manage costs / expenses within approved budget to achieve cost efficiencies - Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions - Manage existing clients and grow portfolio through making contact and generating leads - Manage the growth of active customer Account Base to...

**Key areas of responsibility** - Confirming receipt of instructions with clients telephonically. - Performing validations on incoming client instructions in relation to: - Various legislative requirements relating to life and retirement products - Completeness and accuracy of instruction from client/broker - Proof of payment or money transfer - FICA...

**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...

We are seeking a dynamic and well-spoken Client Services Consultant to join our team in a Client-Facing Role. The core purpose of this position is to build engagement, trust, and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences.Key Responsibilities:- Respond to client needs by offering...

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....