Client Service Administrator, Upmarket Financial advisory company situated in Bedfordview is looking for a passionate and dedicated Client Service Administrator to join our team. This role offers an exciting opportunity to develop your career in the finan

Responsibilities: Resolving customer queries and requests from incoming calls and email correspondence Email and fax the accounts to the clients. General ad-hoc tasks Assist in creating and implementing client-focused strategies to improve service delivery

An amazing team is looking for a Client Service Administrator to join their team based in Northern suburbs, Cape Town. Requirements & Competencies : Grade 12 Fully Bilingual (Afrikaans and English) - 3rd language an advantage MS Office skills Excellent kno

You will assist clients with medical scheme-related queries, liaise with medical aid providers, and ensure exceptional service delivery. REQUIREMENTS NQF5 Qualification (essential for providing client advice) Registered with the CFMS (Council for Medical S

Responsibilities - Render client services - Administrate Claims - Advise clients on cancelations - Administrate demutualization process - Office Administration - Fit and Proper Requirements - Documentation and filing procedures Formal Education - Matric Te

Purpose of the Role This role is based within the Retail Operations division, responsible for processing transactions and supporting clients and independent financial advisers. The primary objective is to uphold the company’s high service standards by fost

"Client Services Manager (JB5146)Pretoria, South AfricaSalary: R30 - 40 000 per monthEmployment Type: Permanent Workplace: In-Office Are you a natural leader with a passion for customer experience? Do you thrive in fast-paced financial environments? This i

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

The Junior Business Development Finder will be responsible for identifying and procuring new business opportunities to foster organizational growth. This role necessitates an individual who is proactive and dynamic, possessing the ability to engage with po

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Commercial Refrigeration Solutions / Client Service BASIC SALARY : Market Related START DATE : A.S.A.P / Immediate REQUIREMENTS: Minimum qualification

The Business Analyst will be responsible for analysing, designing, and optimising client service delivery models. The successful candidate will work closely with stakeholders, including operational teams, IT, and compliance, to enhance business processes,

Purpose of the RoleThis role is based within the Retail Operations division, responsible for processing transactions and supporting clients and independent financial advisers. The primary objective is to uphold the companys high service standards by foster

Job Description:An excellent opportunity for a client services administrator to join a rapidly growing financial services firm. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship w

HIRING: Client services administrator (ACCOUNT OPENING - AML/DUE DILIGENCE) - ROSEBANKJob Description:An excellent opportunity for a client services administrator to join a rapidly growing financial services firm based in Rosebank. You will work as part of

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

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

The Junior Business Development Finder will be responsible for identifying and procuring new business opportunities to foster organizational growth. This role necessitates an individual who is proactive and dynamic, possessing the ability to engage with po

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

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

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 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