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09.06.2024
Senior Client Services Manager
Cape Town
... communicate all processed instructions to clients and financial advisers.Support with the resolution of issues identified from daily platform messages and ensure these are addressed and dealt with in a timely manner.Review and oversee accuracy of annual client portfolio data submitted to ...
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Exceed Human Resource Consultants
09.06.2024
Senior Client Services Manager
Cape Town
... communicate all processed instructions to clients and financial advisers. Support with the resolution of issues identified from daily platform messages and ensure these are addressed and dealt with in a timely manner. Review and oversee accuracy of annual client portfolio data submitted to ...
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Exceed Human Resource Consultants
14.05.2024
Accountant
Cape Town
... Finance Expertise: Control operational finance systems, and processes, from data entry to financial reporting.Treasury: Execute financial transactions and manage bank accounts, including initiations of wire transfers and bank reconciliations.Client Servicing: Provide financial consulting ...
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Fiskal Finance
14.05.2024
Customer Success Manager
Cape Town
... communicated to the Chief of Operations.Continuous Learning: Stay up-to-date with industry trends, new systems, accounting regulations, and best practices to maintain a high level of expertise.Collaborative Environment: Work collaboratively with cross-functional teams, including C-Suite ...
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Fiskal Finance
14.05.2024
Chief of Operations
Cape Town
... resources effectively, including staffing, budgeting, and technology, to support client projects and internal operations. Foster cross-functional collaboration, especially with the tech team, to ensure seamless integration of accounting software and tools.Continuous Learning: Stay up-to-date ...
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Fiskal Finance
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