Client Services

This role will be accountable for the successful output of the following performance areas: **Manage daily operations**: - Supervise, lead and performance manage a team of agents - Drive and manage client service objectives and call times - Ensure correct procedures are followed and give direction to employees on what to do and how to improve - Support...

_“Client retention officer” needed in the Northern Suburbs of Cape Town. _ - **Duties and responsibilities**_:_ - Maintain and strengthen client relationships, including current clients, current estate agents and current bond consultants;_ - Building brand awareness;_ - Develop PR strategies, organise PR campaigns/events and expand existing campaigns;_ -...

Our client, based in Cape Town’s southern suburbs, is looking to hire a Client Services Administrator to provide effective administration and communication between the company and its stakeholders. This will involve ensuring smooth, accurate and efficient flow of investment operational data and information in order to meet clients’ investment...

My client specialises in fund accounting and is keen on adding a new member to their project team. Assist in developing and streamlining various activities alongside the operational team. Align reporting standards and implement functional processes. Financial services experience is non-negotiable. Consolidation standards Standardise processes Taking...

The main purpose of the role is to ensure that the departmental fraud prevention objectives are met. To manage, mitigate and prevent any fraudulent activity by being vigilant, meticulous and attentive. You will be required to deliver superior client services. - Detect and minimize fraudulent account activity - Timeously working disputes to meet statutory...

My client specialises in fund administration with a presence across the globe. Significant growth opportunity with exposure to offices internationally. Lead a team of Accountants, administer their submissions, manage audits, and assess financial reporting. Manage distribution notices Perform reconciliations Review accrual calculations Review expense...

My client in fund accounting requires an experienced Manager who is adept at managing a team and managing the daily controls and allocations. Assess daily processes and distributions of various portfolios in and amongst the team while continuously monitoring mandates and compliance. Team management Planning Manage client projects Responsible for...

**Role purpose** Responsible for developing and implementing effective communication strategies to promote the organization's brand, products, services, or key messages. The primary goal is to ensure consistent and clear communication both internally within the organization and externally to various stakeholders, including clients, partners, media, and the...

**Role purpose** Responsible for overseeing and leading the work of a cluster(s) of the team, such as planning and maintaining procedures, and policies that enable and encourage the optimum performance of the people and other resources within the team. To support the team, occasionally it will be needed to liaise with internal teams and managers, external...

Fantastic opportunity for a Client Relationship Manager to join a respected team. Your main focus will be to deliver consistent client satisfaction, maintaining great client relationships and maintaining retention. **Responsibilities**: - Be the go between for clients, operations, finance and executive teams - Drive the client satisfaction strategy - Be...

Western Cape, Southern Suburbs - R26 000 - R28 000 Client Support Administrator required for an established company within the financial services industry. **Key responsibilities**: - Providing excellent customer service to clients and, stake holders - Updating and maintaining client data - Conforming to the company’s AML procedures and guidelines -...

Western Cape, Southern Suburbs - R26 000 - R28 000 Cost To Company Client Support Administrator required for an established company within the financial services industry. **Key responsibilities**: - Providing excellent customer service to clients and, stake holders - Updating and maintaining client data - Conforming to the company’s AML procedures and...

**Role purpose** This role focuses on the performance of controls to ensure accuracy, quality and efficiency relating to instrument pricing. Analyse and validate security-valuation exceptions arising daily through exception management process in an automated middleware solution. **Specific duties/Key Outputs and Responsibilities**: - Analyse and clear...

**Role purpose** This role focuses on the performance of controls to ensure accuracy, quality and efficiency relating to instrument pricing. Analyse and validate security-valuation exceptions arising daily through exception management process in an automated middleware solution. **Specific duties/Key Outputs and Responsibilities**: - Analyse and clear...

Are you currently in private equity or in the financial services team at your firm? Our client within financial services with a global footprint is looking for an Associate Director. You will manage client relationships and ensure an efficient partnership. Understands the clients’ needs, to optimally align its service offering. Translates client...

**Responsibilities**: - Develop and execute strategic plans to identify and target potential clients within the target market segments. - Conduct market research and analysis to identify emerging trends, opportunities, and competitive threats. - Cultivate relationships with key decision-makers and stakeholders, understanding their needs and pain points to...

Job FunctionExpediting, and scheduling of loads and vehicles. Key performance areasDaily receiving and processing of transport ordersDaily planning, routing, and scheduling of vehicles.Risk management ensuring all loads are adequately insured and that high-value loads are monitored from loading to deliveryAdhering to booking slots for direct deliveriesDaily...

Job Function Expediting, and scheduling of loads and vehicles. Key performance areas Daily receiving and processing of transport orders Daily planning, routing, and scheduling of vehicles. Risk management ensuring all loads are adequately insured and that high-value loads are monitored from loading to delivery Adhering to booking slots for direct deliveries...

The client business product offering has grown significantly over the years which have led to the development of the face to face distribution channel. The incumbent of this newly created position will be responsible for growing and developing the business portfolio. **The key outputs for this role are as follows**: New Business sales Client service and...

**Primary Duties** **Project coordinator complete duties like these to give project managers the time that they need to handle bigger issues**: - Keep track of scope changes - Keep track of milestones and their achievement - Set up engagements, meetings, workshops with stakeholders and project team - Follow up on project team tasks and actions - Managing...