Financial Services Expert
5 days ago
At Customer First Solutions, we are committed to delivering exceptional customer experiences across multiple channels. Our dedicated team in South Africa's premier contact center is driven by a culture of success and inspiration.
We are seeking a highly skilled Customer Service Officer to join our team and play a pivotal role in cultivating high-volume customer engagement. As a vital member of our team, you will represent our partners authentically and effectively, delivering exceptional customer experiences even in complex regulatory environments.
You will work closely with our team to expand and nurture our clients' customer bases, enabling them to focus on their core business objectives. If you're passionate about making an impact and driving results, we invite you to join us and be part of a brand that stands for delivering excellence and fostering growth.
- Handle inbound and outbound customer inquiries via phone, email, and chat in a professional and timely manner.
- Resolve customer complaints and issues efficiently while maintaining high customer satisfaction.
- Collaborate with team members and other departments to improve service delivery and address complex customer needs.
- Document and update customer interactions and transactions in our CRM system accurately.
- Provide feedback and suggestions to management on process improvements to enhance the customer experience.
- Bachelor's degree in Business Administration, Communications, or a related field.
- Minimum of 2 years of experience in a customer service role, preferably within a contact center environment.
- Excellent verbal and written communication skills with a strong command of the English language.
- Proficiency in using customer relationship management (CRM) software and other relevant digital tools.
- Strong problem-solving skills and the ability to handle challenging customer interactions with professionalism and empathy.
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Financial Planning Expert
7 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeJob ResponsibilitiesDevelop and implement tailored financial plans for clients.Provide expert guidance on investments, retirement planning, and wealth management.Maintain strong relationships with clients through regular consultations and communication.Stay updated on the latest market trends and financial regulations.RequirementsTo succeed in this role, you...
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Financial Wellness Expert
7 days ago
Pretoria, Gauteng, South Africa Bayport Financial Services Full timeAt Bayport Financial Services, we're on a mission to empower employees to take control of their financial wellbeing. As a Senior Financial Wellness Consultant, you'll play a pivotal role in helping our Corporate clients improve their overall financial health.Key Responsibilities:Evaluate employees' financial situations and provide tailored solutions for...
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Career Opportunities in Financial Services
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Pretoria, Gauteng, South Africa Hilgard Financial Services Full timeHilgard Financial Services is a dynamic organization seeking an ambitious individual to join our team as a Financial Advisor. The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals.About the RoleThis entry-level position offers a unique opportunity for individuals to develop their skills in...
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Financial Planning Expert
3 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany OverviewInnovative Financial Advisor Services is a well-established, professionally staffed insurance advisory that delivers tailor-made solutions to clients. Our unique approach and skillset enable us to provide flexible and best-of-breed services with zero wastage.Role DescriptionThis full-time role involves providing comprehensive financial...
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Chief Financial Strategy Specialist
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Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany OverviewInnovative Financial Advisor Services is a modern and well-capitalized insurance advisory that offers unique solutions to clients. As an open architecture brokerage, our team of experts can provide comprehensive financial planning, investment advice, and retirement planning services.
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Independent Wealth Management Expert
2 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeWe are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team at 1.618 Financial Services.In this full-time hybrid role, you will be responsible for providing personalized financial advice to clients, developing financial plans, managing client's investment portfolios, conducting market research, and staying...
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Accounting and Financial Services Expert
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Pretoria, Gauteng, South Africa DeARX Services (Pty)Ltd Full timeAbout the RoleThis is an exciting opportunity for a skilled SAP finance and accounting specialist to join our team at DeARX Services (Pty)Ltd. The successful candidate will be responsible for delivering high-quality financial solutions that meet the business needs.Key ResponsibilitiesDevelop and implement financial solutions that meet business needs.Ensure...
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Financial Planning and Advisory Role
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Senior Financial Wellness Consultant
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Pretoria, Gauteng, South Africa Bayport Financial Services Full timeJob title : Senior Financial Wellness Consultant - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionThe Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of...
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Executive Financial Advisor Professional
2 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeAt 1.618 Financial Services, we are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team.This full-time role is a hybrid position, located in Pretoria, with some work from home acceptable. As an Executive Independent Financial Advisor, you will be responsible for providing personalized financial advice to clients,...
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Financial Planning Specialist
2 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeAs a leading financial services firm, 1.618 Financial Services is dedicated to delivering exceptional financial solutions to our clients.We are seeking a highly motivated and experienced Executive Independent Financial Advisor to join our team and contribute to our mission of providing personalized financial advice to individuals and families.In this...
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Executive Independent Financial Advisor
2 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full time5 days ago Be among the first 25 applicantsDirect message the job poster from 1.618 Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable. The responsibilities include providing...
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Financial Services Specialist
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Pretoria, Gauteng, South Africa Absa Group Full timeAbout UsAbsa Group is a leading African banking group with a rich history spanning over 100 years. We offer a unique opportunity to be part of a dynamic and growing organisation that is committed to empowering Africa's future.Job DescriptionThe Financial Services Specialist will be responsible for providing expert advice and guidance to Small Business...
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Corporate Financial Solutions Specialist
7 days ago
Pretoria, Gauteng, South Africa Bayport Financial Services Full timeWe're seeking a highly skilled Senior Financial Wellness Consultant to join our team at Bayport Financial Services. This is an excellent opportunity to make a real difference in the lives of our Corporate clients and help them achieve financial stability.About the Role:This role will involve working closely with employees to assess their financial...
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Employee Financial Wellbeing Advocate
7 days ago
Pretoria, Gauteng, South Africa Bayport Financial Services Full timeAs a Senior Financial Wellness Consultant at Bayport Financial Services, you'll play a vital role in empowering our Corporate clients to take control of their financial wellbeing. We're looking for an experienced professional to join our team and make a meaningful impact.About the Role:This position involves working closely with employees to assess their...
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Financial Wellness Unit Manager
3 weeks ago
Pretoria, Gauteng, South Africa Bayport Financial Services Full timeJob title : Financial Wellness Unit Manager - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionEnsure the smooth running of the allocated Financial Wellness Unit by compiling and implementing solves, marketing and promotional plans. Positively manage performance of all...
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Advisory Services Manager
3 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeOur TeamWe strive to offer innovative solutions to meet our clients' unique financial needs. This role is ideal for a Senior Financial Advisor who wants to work with a modern, well-capitalized, and professionally staffed insurance advisory.Your Key ResponsibilitiesAs a Senior Financial Advisor, you will be responsible for providing comprehensive financial...
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Senior Financial Advisor
3 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...
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Wealth Management Professional
7 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeJob DescriptionWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Innovative Financial Advisor Services. In this role, you will be responsible for providing comprehensive financial planning, investment advice, and retirement planning services to clients. Your primary goal will be to develop and maintain strong...