Client Liaison Specialist
3 weeks ago
A well-established wealth specialist seeks a Client Relationship Officer to join their team.
Key Responsibilities:
- Client Outreach: Contact allocated leads, set up appointments with potential clients for the Wealth Specialist.
- Client Support: Address existing client queries and requests timeously and professionally, offering high levels of service.
- Lead Management: Handle, maintain, and track leads received by the Wealth Specialist team, ensuring timely contact and follow-up.
- Administrative Tasks: Maintain, reconcile, and submit the Wealth Specialist team's daily recon template and figures.
- Client Liaison: Liaise with clients allocated to the Wealth Specialist team, adhering to company guidelines.
- CRM Use: Utilize the company's CRM package effectively.
- Appointment Management: Make and confirm appointments for the Wealth Specialist, ensuring correct paperwork for all set appointments and reviews.
- Deal Pack Review: Verify deal packs, cover schedules, and will applications submitted by Wealth Specialists are complete and accurate, then submit to the Regional Admin Manager for final checking.
- Assistance: Assist in addressing any outstanding requirements to complete a deal.
- Product Knowledge: Understand company products to assist clients with queries.
- Regulatory Compliance: Ensure the company remains compliant with the regulations of the FSCA and FAIS Act.
Minimum Qualifications:
- Tertiary qualification in finance or commerce.
- 3-5 years of experience in financial services, with exposure to investments, sales, full needs analysis, financial planning, and estate planning.
- Valid driver's license.
Preferred Qualifications:
- 5 years of experience in the industry.
- Post-Grad Diploma in Financial Planning or studying towards the qualification.
- Written and passed RE5 exam.
-
Client Relationship Specialist
3 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Pronel Personnel Full timeKey ResponsibilitiesClient Service: Provide exceptional customer service to existing clients, ensuring timely and professional responses to their queries and requests.Lead Management: Handle, maintain, and track all leads received by the Wealth Specialist team, following up with clients within the company's set timeframes.Reconciliation and Submission:...
-
Client Relationship Specialist
1 month ago
Umhlanga, KwaZulu-Natal, South Africa Pronel Personnel Full timeKey ResponsibilitiesThe ideal candidate will be responsible for attending to all existing client queries and requests in a timely and professional manner, ensuring the highest levels of service. This includes handling, maintenance, and tracking of all leads received by the Wealth Specialist team, as well as maintenance, reconciliation, and submission of the...
-
Wealth Specialist Liaison
3 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Pronel Personnel Full timeRole Overview:The Client Relationship Officer will be responsible for managing relationships with existing clients, as well as identifying and pursuing new business opportunities.Key Responsibilities:Contacting allocated qualified leads and setting up appointments with potential clients.Attending to all client queries and requests in a timely and...
-
Financial Services Liaison
1 month ago
Umhlanga, KwaZulu-Natal, South Africa Pronel Personnel Full timeClient Relationship OfficerPronel Personnel is seeking a skilled Client Relationship Officer to join their team in Umhlanga. As a key member of the Wealth Specialist team, you will be responsible for building and maintaining strong relationships with clients, ensuring exceptional service and support.Key Responsibilities:Contact and engage with allocated...
-
Customer Service Liaison
1 month ago
Umhlanga, KwaZulu-Natal, South Africa Fouche & Co Recruitment Full timeJob SummaryWe are seeking a highly motivated and organized Customer Service Representative to join our team at Fouche & Co Recruitment. As a key member of our sales team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesQuote Management: Complete quotes in a timely and accurate manner, adhering...
-
Dutch Client Care Specialist
3 weeks ago
Umhlanga, KwaZulu-Natal, South Africa BGA Recruitment Full timeJob Summary: We are seeking a highly skilled Dutch client care specialist to join our team at BGA Recruitment.Main Responsibilities: The successful candidate will be responsible for providing excellent customer service to internal and external clients, handling inbound and outbound calls, and ensuring that all calls are answered timeously, handled...
-
Client Relationship Manager
1 month ago
Umhlanga, KwaZulu-Natal, South Africa Pronel Personnel Full timeClient Relationship OfficerA dynamic and experienced Client Relationship Officer is required to join our team at Pronel Personnel. This role involves building and maintaining strong relationships with clients, ensuring exceptional customer service, and driving business growth.Key Responsibilities:Establish and maintain relationships with existing and...
-
Purchasing Specialist
53 minutes ago
Umhlanga, KwaZulu-Natal, South Africa Sandi Crowther Recruitment Full timeAbout Sandi Crowther RecruitmentWe are a leading recruitment agency, and we have an exciting opportunity for a dynamic Purchasing Specialist to join our team.Company OverviewSandi Crowther Recruitment is a renowned agency with a strong reputation for delivering high-quality candidates to various clients. Our mission is to provide exceptional recruitment...
-
Forex Specialist
4 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Bidvest Bank Full timeJob Title:Forex SpecialistJob Summary:Bidvest Bank is seeking a skilled Forex Specialist to join our team. The successful candidate will be responsible for generating revenue by sourcing new clients and proactively managing accounts to maximize profitability.Key Responsibilities:Plan, initiate, and drive sales to achieve elite revenue targetsAcquire and...
-
Wealth Specialist Team Member
4 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Pronel Personnel Full timeA well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team.Key responsibilities:Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.Handling, maintenance and tracking of all leads received by...
-
Fiscal Accountant Specialist
3 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Fouche & Co Recruitment Full timeFouche & Co Recruitment seeks a skilled Fiscal Accountant Specialist to join their team. The ideal candidate will have a BCom Accounting degree and 2-3 years of experience in financial statement compilations and independent reviews.The successful Fiscal Accountant Specialist will work with diverse clients, compiling and reviewing annual financial statements...
-
Dutch Language Client Care Specialist
1 month ago
Umhlanga, KwaZulu-Natal, South Africa BGA Recruitment Full timeWe are seeking a highly skilled and fluent Dutch language customer service representative to join our team at BGA Recruitment. The ideal candidate will have a minimum of 2-3 years of experience in a customer service-oriented position and a strong command of the Dutch and English languages.Key Responsibilities:Provide inbound and outbound telephonic services...
-
Senior Financial Reporting Specialist
5 days ago
Umhlanga, KwaZulu-Natal, South Africa Fouche & Co Recruitment Full timeAbout the RoleFouche & Co Recruitment is seeking a highly skilled Senior Financial Reporting Specialist to join our team.Job DescriptionAs a Senior Financial Reporting Specialist, you will be responsible for compiling and reviewing annual financial statements for various entities. Your role will involve analyzing financial data for accuracy, completeness,...
-
Insurance Claims Resolution Specialist
4 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Customer Experience People SA Ltd Full timeJob Title: Insurance Claims Resolution SpecialistWe are seeking a skilled Insurance Claims Resolution Specialist to join our team at Customer Experience People SA Ltd. As a Claims Advisor, you will play a crucial role in providing exceptional customer service to our clients.Key Responsibilities:Engage with customers to understand and address their insurance...
-
Procurement Specialist
4 weeks ago
Umhlanga, KwaZulu-Natal, South Africa CDI HR Consulting Full timeJob Summary:We are seeking a skilled Procurement Specialist to support our client, a Chemical manufacturer based in Umhlanga, in procuring goods and services. The ideal candidate will work closely with senior managers and other team members to ensure that the organization's procurement needs are met efficiently and cost-effectively while maintaining high...
-
Customer Support and Verification Specialist
2 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Recharger Pty Ltd Full timeWe are seeking a highly skilled Customer Support and Verification Specialist to join our team at Recharger Pty Ltd in Durban, KwaZulu Natal.About the RoleThis is an exciting opportunity for a customer-focused individual to provide exceptional support and verification services to our clients. The successful candidate will possess excellent interpersonal...
-
Senior Financial Services Specialist
5 days ago
Umhlanga, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeJob SummaryWe are seeking a skilled Senior Financial Services Specialist to join our team at Liberty Standard Bank Group 2. In this role, you will be responsible for providing expert financial advice to clients, developing personalized financial plans, and building strong relationships with them.About UsLiberty Standard Bank Group 2 is a leading financial...
-
Sales Growth Specialists
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Talksure Full time**About Us**Talksure SA is a leading contact center that offers a dynamic and rewarding work environment for driven individuals. Our team is passionate about delivering exceptional customer experiences and we are looking for talented Sales Growth Specialists to join our team.**Salary Package**We offer a competitive salary of R5500 CTC, as well as uncapped...
-
Senior Accounts Receivable Specialist
2 weeks ago
Umhlanga, KwaZulu-Natal, South Africa BLACK TIE RECRUIT Full timeJob SummaryWe are seeking a highly skilled Senior Accounts Receivable Specialist to join our team at BLACK TIE RECRUIT. This is an excellent opportunity for an experienced professional to take on new challenges and contribute to the growth of our organization.About the RoleThe Senior Accounts Receivable Specialist will be responsible for managing the entire...
-
Tax Compliance Specialist
5 days ago
Umhlanga, KwaZulu-Natal, South Africa Fouche & Co Recruitment Full timeWe are seeking a qualified Tax Compliance Specialist to join our client, a progressive accounting firm based in Umhlanga. This role is ideal for individuals who possess a strong understanding of tax laws and regulations.The successful candidate will be responsible for preparing and submitting corporate, individual, and trust tax returns, addressing...