Cape Town: Client Service Consultant: Onboarding | Cape Town posted by The Recruitment Council

1. Render client services - Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries - Update client personal details and AIMS notes - Provide correct and accurate advi

Key Responsibilities: Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts Communicate with clients on the company product range in a court

Well-respected fund services client`s transfer agency team seeks a Client Service Consultant to join them. This role has a focus on the client onboarding function. Responsibilities: Manage client onboarding process, account creation for individuals and leg

Job Title: Client Service Consultant Reporting Line: Team Leader Onboarding Location: Westlake, Cape Town Purpose of the Role As a Client Onboarding Champion, you will play a pivotal role in ensuring a seamless onboarding experience for clients, acting as

Who we are: We are a holistic branding and communication agency. What we do: We work with clients to define, create and market meaningful brands. What we are looking for: We are looking for a Client Services Coordinator to support the Account Manager in th

Minimum requirements: Graduate, Preference for B.E. / B. Tech with industry-recognized certifications like ITIL / ITSM, PMPITIL Certification essential Must be able to work in a 24/7 environment - 14:00 - 23:00 and 15:00 - 24:00 IT Service Management and D

Our client`s Transfer Agency Client Service team is committed to delivering exceptional client service to all investors in a timely and accurate manner. As the liaison between clients and the broader operational teams, the Client Service Consultant plays a

Key Responsibilities: Ensure the correct capturing all regulatory classifications (FATCA, OECD, ASISA, SARB) Ensure the correct capturing all tax classifications (DWT, IWT) and ensuring the clients tax details have been recorded appropriately Review all st

A vacancy exists for an Inbound Client Contact Centre and Correspondence Administrator in our Client Contact Department based in Claremont (Cape Town). Applicants must have a thorough understanding of medical aid operations or insurance policy administrat

Job Description:Extensive IT sales experience with emphasis on client service operations, including end-user devices (printing, laptops, desktops)Must have experience with ensuing that sales targets are met Serve as a liaison between the company and their

One of the TOP banks in S.A. is looking for an experienced Client Service Consultant to join their JHB team on a 6-month contract. Qualifications and experience:3 years` client service experience in a Broker environmentMust have product knowledge: JSE Equi

Role Overview:As a Client Service Officer, you will be pivotal in delivering outstanding service across our trading and investment platforms. You will act as a key contact for traders and investors, offering guidance on stock market investments and OSTs of

One of the TOP banks in S.A. is seeking an experienced Customer Service / Client Service Consultant to join their branch in Cape Town on a 12-month contract. Qualifications and experience: Post Grad - MUSTDegree - MUSTNo less than 2 years` experience with

Overview: Our client, a well-established hedge fund manager, with a long history of delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate would be friendly and highly skilled in client service, ensurin

A London (UK) based venture-backed fintech business is looking to appoint a Head of Client Services. This will be a remote work opportunity. The business with global banks and money services businesses, providing market data and analytics and an FX trading

We are seeking a dynamic and well-spoken Client Services Consultant to join our team in Cape Town. The core purpose of this role is to build engagement, trust, and long-lasting relationships with investors and financial planners through the delivery of exc

Job ResponsibilitiesClient Engagement:Respond to client needs by offering the right service and solution.Build client trust by applying your expertise and experience to do good for your client.Educate clients and potential clients on how to subscribe and s

A top company in the insurance industry is seeking a Client Services Administrator to start in their Branch administration department in Rustenburg.PurposeTo provide professional first line support to clients and sales supportResponsibilitiesRender client

Providing first-line support to clients and sales support such as:1. Rendering client services.2. Administrating claims.3. Advising clients.4. Office administration.5. Documentation and filing. Educational requirements:Matric (Grade 12) Technical requireme

Ditto Hire / Ditto Jobs is looking for a Client Service Manager to constantly reshape the way we create value in our partnerships with top-tier brands and companies. We move quickly and experiment with new strategies and ways of adding value to our new and

Our client`s Transfer Agency Client Service team is committed to delivering exceptional client service to all investors in a timely and accurate manner. As the liaison between clients and the broader operational teams, the Client Service Consultant plays a

We are seeking a Senior Client Service Analyst to join our team. As a seasoned Senior Client Services Analyst, your role is to provide professional advice and support on systems and services to clients across various markets and services, including special

A JSE listed Short Term Insurance company has a vacancy for a Client Services Executive to join their team. The ideal candidate has great communication skills and is computer literate. The main duty of the role is to service policies and to liaise with Hig

Our client in the Insurance industry is looking for a Client Services Executive. The candidate will be working in the underwriting department, with tasks that includes client services, general administration on current policies. Key responsibilities •

Our client in the Insurance industry is looking for a Temp Client Services Administrator.Key responsibilities 1. Render client services • Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments,