Financial Services Specialist
5 days ago
We are seeking a highly skilled and dedicated individual to join our team as a Customer Service Agent in the Financial Services sector. As a key member of our customer support team, you will be responsible for engaging with customers through multiple channels to resolve their queries in a manner that meets and exceeds their expectations.
You will work closely with our strategic intent, operational policies, and applicable regulations to ensure seamless customer experiences throughout the end-to-end journey. This includes performing customer verifications, assisting customers with their existing accounts, and troubleshooting general user experience issues.
In addition, you will assess loan applications according to company policy and processes, evaluate authenticity of documentation, and verify income information. You will also achieve quality standards relevant to general customer support and identify financially vulnerable customers who require financial assistance.
To succeed in this role, you must possess excellent communication skills, patience, and assertiveness. You should be able to positively contribute to team activities, take pride in your work, and lead by example. Emotional intelligence, flexibility, and self-motivation are essential qualities for this position.
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Financial Services Specialist
7 days ago
Cape Town, Western Cape, South Africa Accounting & Financial Advisory Full timeJob Title: Financial Services SpecialistAbout Our CompanyWe are a leading accounting and financial advisory firm seeking an experienced Financial Services Specialist to join our team.Job DescriptionThe successful candidate will be responsible for:Preparing and maintaining consolidated financial management accounts on a monthly and quarterly basis;Assisting...
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Financial Services Expert
7 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeJob Overview:This is an exciting opportunity for a seasoned Credit Specialist to join our team at CA Financial Appointments. As a key member of our credit team, you will be responsible for evaluating and assessing the creditworthiness of businesses, ensuring that our company maintains a strong risk management strategy.Main Tasks:Evaluate risk factors...
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Food Quality Assurance Specialist
3 hours ago
Cape Town, Western Cape, South Africa Numeral Financial Services Group Full timeJob OverviewWe are seeking a skilled Food Quality Assurance Specialist to join our team at Numeral Financial Services Group. As a key member of our operations, you will be responsible for ensuring the quality and safety of our products throughout the supply chain.
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Food Quality Assurance Specialist
22 hours ago
Cape Town, Western Cape, South Africa Numeral Financial Services Group Full time**Job Overview:**We are seeking a highly skilled Food Quality Assurance Specialist to join our team at Numeral Financial Services Group.The successful candidate will be responsible for ensuring the quality and safety of our products, as well as managing supplier relationships and maintaining accurate product information.
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Financial Solutions Coordinator
5 days ago
Cape Town, Western Cape, South Africa Bayport Financial Services Full timeBayport Financial Services is a leading provider of employer-driven financial wellness programmes in South Africa. As an Activation Program Manager, you will be responsible for coordinating and implementing these programmes at various organizations.The role involves working closely with employers to ensure the successful execution of financial solutions and...
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Financial Services Specialist
5 days ago
Cape Town, Western Cape, South Africa Headhunters Full timeWe are seeking a highly skilled Financial Services Specialist to join our team at Headhunters. As a key member of our team, you will play a critical role in providing expert advice and guidance to our clients in the financial services industry.The ideal candidate will have a strong background in risk management and insurance products, with a minimum of 5...
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Financial Services Specialist
3 hours ago
Cape Town, Western Cape, South Africa Placement Point Full timeJob Title: Financial Services SpecialistAbout Placement Point:A well-established investment firm based in the region is seeking a skilled Financial Services Specialist.Job Description:The successful candidate will work as part of a professional team, contributing to the growth and development of our clients' portfolios. Key responsibilities include meeting...
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Financial Services Specialist
4 days ago
Cape Town, Western Cape, South Africa Momentum Full timeWe are seeking an experienced Financial Services Specialist to join our team at Momentum. As an Investment Consultant, you will be responsible for crafting strategic partnerships with investment and wealth independent financial advisors (IFAs).Key ResponsibilitiesDevelop and implement effective sales strategies to drive IFA business growth.Analyze market...
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Financial Services Specialist
2 hours ago
Cape Town, Western Cape, South Africa MMI Holdings Ltd Full timeAbout the RoleWe are seeking an experienced Financial Services Specialist to join our team. In this role, you will be responsible for developing and maintaining relationships with clients, providing them with innovative and trustworthy product offerings, and ensuring that they receive exceptional service. Your primary objective will be to attract, acquire,...
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Financial Planner
4 weeks ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeThe Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.
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Financial Management Specialist
4 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeJob OverviewCA Financial Appointments is seeking an experienced Financial Management Specialist to join their team in Maitland, Cape Town. The ideal candidate will have a strong focus on creditors, procurement, stock management, and management accounts.Main Responsibilities:Full function weekly and monthly creditor managementProcurement of stock items,...
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Financial Services Specialist
6 days ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeJob Summary">The Recruitment Council is looking for a highly experienced Financial Services Specialist to join our team. As a key member of our compliance function, you will be responsible for ensuring the company's adherence to regulatory requirements.Main Responsibilities:Support the Board in maintaining adherence to internal policies and...
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Financial Services Specialist
5 days ago
Cape Town, Western Cape, South Africa WNS Global Services Full timeJob ResponsibilitiesThe Investment Administration Manager will be responsible for:Managing the administration of investment products from client onboarding to exitOverseeing the efficient management of risk and processes to prevent financial lossesEnsuring the effectiveness of work processes by tracking, measuring, and analysing dataMotivating and managing a...
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Financial Advisor
1 week ago
Cape Town, Western Cape, South Africa Cornerstone Financial Services Group Full timeJob title : Financial AdvisorJob Location : Western Cape, Cape TownDeadline : April 25, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAre you ready to launch or elevate your career in the financial industry? Cornerstone Advisory Service an affiliate of Liberty is looking for talented individuals to join our dynamic team of...
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Financial Controllers for Financial Services
6 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking two dynamic and self-motivated Financial Controllers to join their team on a 6-month contract with the possibility of extension. This role will provide critical support during the upcoming financial cycle and assist with business-as-usual (BAU) financial control tasks.This opportunity is ideal for newly qualified CA(SA)...
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Employer Engagement Specialist
5 days ago
Cape Town, Western Cape, South Africa Bayport Financial Services Full timeAbout UsBAYPORT FINANCIAL SERVICES IS A LEADING PROVIDER OF EMPLOYER-DRIVEN FINANCIAL WELLNESS PROGRAMMES IN SOUTH AFRICA.Our MissionWE AIM TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS AND HOUSEHOLDS THROUGH OUR BAYPORT MONEY SOLUTIONS PROGRAMME.Job DescriptionTHIS IS A FULL-TIME ON-SITE ROLE FOR AN ACTIVATION PROGRAM MANAGER IN THE EASTERN CAPE, FOCUSING...
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Financial Management Specialist
5 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeWe are seeking a highly skilled Financial Management Specialist to join our team at CA Financial Appointments. This role involves providing expert financial guidance and support to ensure the smooth operation of our finance department.Key Responsibilities:Financial Transaction Processing: Responsible for accurately documenting and processing financial...
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Financial Services Specialist
5 days ago
Cape Town, Western Cape, South Africa Findojobs South Africa Full timeAbout the RoleWe are seeking an experienced Financial Services Specialist to join our Club Travel team.The ideal candidate will have a strong background in accounting and finance, with excellent analytical and problem-solving skills.This role is responsible for managing debtors accounts, processing payments, and maintaining accurate financial records. The...
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Financial Services Manager Leader
4 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeJob OverviewWe are seeking a highly skilled and experienced Group Financial Manager to join our team at CA Financial Appointments. The successful candidate will be responsible for assisting with the finalisation of the annual audit process, overseeing and reviewing consolidated results, and preparing monthly management accounts.The ideal candidate will...
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Financial Advisor
1 week ago
Cape Town, Western Cape, South Africa Cornerstone Financial Services Group Full timeJob Location : Western Cape, Cape TownDeadline: April 25, 2025About the jobAre you ready to launch or elevate your career in the financial industry? Cornerstone Advisory Service, an affiliate of Liberty, is looking for talented individuals to join our dynamic team of financial advisors.Who we're looking for :Graduates with a CFP, B.Com Financial Management,...