Client Consultant

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...

About the RoleThe Client Service Consultant Operations will be responsible for capturing investment-related instructions accurately and timeously, contributing to the high standard of quality and service delivery by Glacier. This role requires excellent client services to all stakeholders at all times.Key ResponsibilitiesVerify instructions received from...

About the RoleWe are seeking a highly skilled Client Service Consultant Operations Specialist to join our team at Sanlam. As a key member of our operations team, you will play a critical role in ensuring the efficient processing of client instructions and maintaining the highest level of quality in our services.Key ResponsibilitiesVerify and allocate client...

About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...

Client Services ConsultantWe are seeking a skilled Client Services Consultant to deliver exceptional service experiences and build long-lasting relationships with investors and financial planners.Key Responsibilities:Respond to client needs by offering tailored solutions and services.Build client trust by applying expertise and experience to drive positive...

About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...

About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...

About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...

About the RoleWe are seeking a highly skilled Business Transformation Consultant to join our Client Services division at Sanlam. As a key member of our team, you will play a critical role in driving business growth and innovation.Key ResponsibilitiesAnalyze business growth strategies and identify suitable initiatives and solutions to align and realize...

About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...

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...

Client Service Consultant OpportunityIsilumko Staffing (JHB) is seeking an experienced Client Service Consultant to join their team in Cape Town on a 12-month contract.Key Responsibilities:Resolve investor queries and provide technical support for retirement and collective investment schemesAttend to calls and adhere to Service Level Agreements (SLAs)Drive...

Position OverviewThis role focuses on engaging with clients through phone and written communication, addressing intricate and unclear issues while providing robust support by disseminating information and guiding clients towards suitable actions when necessary. The individual in this position is responsible for achieving outcomes through their own initiative...

Job Title: Client DirectorWe are seeking a seasoned Client Director to join our M&G Investments team in Cape Town. As a Client Director, you will play a pivotal role in developing and maintaining strategic relationships with our wholesale clients, driving business growth and excellence in client service.Key Responsibilities:Client Relationship Management:...

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...

About the RoleThis position plays a crucial role in assisting clients in accordance with business, process, and compliance rules. The incumbent is individually accountable for achieving results through their own efforts, demonstrating a customer-focused approach.Key ResponsibilitiesProvides telephonic and face-to-face service to customers, adhering to...

{"title": "Investment Consultant Role", "content": "Job SummaryWe are seeking an experienced Investment Consultant to join our team at WTW, a leading global professional services company. As an Investment Consultant, you will play a key role in contributing to our Investment consulting activities, working closely with clients to deliver advice on investment...

The RoleWTW is seeking an experienced investment consultant to join our Cape Town office. As a key member of our asset consulting division, you will contribute to the delivery of investment consulting services to our clients. Your primary responsibilities will include:Client/Service Provider InteractionEngage with clients to determine meeting agendas and...

Job SummaryWe are seeking a skilled Client Services Consultant to join our team in Cape Town. As a key member of our team, you will be responsible for delivering exceptional service experiences to investors and financial planners.Key ResponsibilitiesProvide client services via various communication channels, ensuring timely and effective resolution of...