Retail Client Services Consultant

Role SummaryThis is a contract Senior Functional Analyst role at BOSS Professional Services, working with a retail client in Cape Town. The position involves hybrid work arrangements, allowing for flexibility between office and remote work settings.Key ResponsibilitiesConducting functional analysis and defining functional requirementsUtilizing analytical...

Job title : Investment Service Consultant | Retail Client ServicesJob Location : Western Cape, Cape TownDeadline : January 31, 2025Quick Recommended Links Jobs by Location Job by industries Job Responsibilities Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound...

**Job Description**: The Client Manager in Retail Services has an appreciation of industry and NielsenIQ products and services as well as a good understanding of the value those products and services bring to our clients. Responsible for listening to, discovering and understanding client needs to identify sales opportunities and leveraging NielsenIQ’s...

Job description We require dynamic customer service agents with experience in the insurance industry - mass market. This portfolio specializes in “customer first contact” for recently purchased insurance products for a leading brand. You will be based in the Western Cape, Southern Suburbs. **Client Retention Agent Job Responsibilities**: -...

A vacancy has arisen for a Client Director: Retail within the M&G Retail Distribution Team. As a Client Director: Retail at M&G, you will primarily focus on developing and managing existing strategic relationships and partnerships within the retail market, particularly category II independent financial advisors.This role encompasses a broad range of...

**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...

Posting Description: **Client Service Consultant - Cape Town** Ready for the next challenge? We are hiring! Aon South Africa is recruiting a Client Service Consultant in our Personal Lines division, based on a hybrid basis at our offices in Cape Town. The role of the client service consultant is to communicate with and remain in contact with the insured...

**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...

**Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

The Building Company is seeking a talented Retail Sales Consultant to join our team. As a retail sales consultant, you will be responsible for working with customers to understand their needs and provide solutions that meet their requirements.You will need to possess excellent sales and customer service skills, as well as the ability to work effectively in a...

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**: -...

**Our Client in the financial industry is looking for and Client Services Consultant to join their dynamic team** **Job Overview** **Key Responsibilities** - Manage flow of work items (Instructions, queries, requests) - Manage exceptions of internal and external stakeholder - Log and resolve queries. Be able to give feedback on relevant queries as and when...

Job Title: Client Service Consultant Reporting Line: Team Leader OnboardingLocation: Westlake, Cape TownPurpose of the RoleAs a Client Onboarding Champion, you will play a pivotal role in ensuring a seamless onboarding experience for clients, acting as a vital link between clients and the operational teams. Your primary responsibility will be to deliver...

Client Service Consultant - Investment Perm, Salary CTC up to 280 000-320 000+ dependent on experience p/a, CBD, normal working hours - Mon - Fri, must be flexible. Normal company benefits apply. A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to...

The purpose of the Sales Consultant role is to build the new apparel brand, contribute to an outstanding service culture, observe store standards, and operational excellence, and deliver service and sales strategies alongside the team. The role delivers merchandising plans, loss prevention and related mitigation plans, achievement of sales targets, and...

**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...

**Job Description - Beauty Consultant (Institut Esthederm)** **Position**:Beauty Consultant **Department** : Sales **Location**: Cape Town **Reporting to** : Sales Manager Our client, an up and coming retailer is offering an exciting opportunity for a driven, tech savvy, and ambitious individual to join the Johannesburg team as a Beauty Consultant...

Job title : Investment Service Consultant | Retail Client ServicesJob Location : Western Cape, Cape TownDeadline : April 11, 2025Quick Recommended LinksJobs by Location Job by industries Job ResponsibilitiesProvide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls...

A dynamic, innovative and inspiring company providing fintech solutions across multiple sectors is looking for a Funding Specialist to operate within a retail environment to promote products to potential clients, with the aim to maximise sales opportunities within the allocated retail store. **DUTIES AND RESPONSIBILITIES** - Achieving stipulated sales goals...