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Yesterday
Client Services Manager | Woodmead
Sandton
... the office.Maintenance of client database.Compilation of financial analysis and reports.Website updates.Uploading of monthly newsletter.Managing client liaison / correspondence.Ensuring client files are FAIS and FICA compliant.Managing queries.Screening calls.Managing stationary and office ...
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The Recruitment Council
Yesterday
Paraplanner | Sandton
Sandton
... the company’s investments.Roles and Responsibilities:Manage client relationships.Ensure client files comply with POPI, FICA, FAIS legislation requirements.Prepare financial needs analysis: Risk, Pre-retirement and Post-retirement.Prepare investment proposal documents.Review client portfolios ...
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The Recruitment Council
Yesterday
Financial Advisor Liaison Consultant | Customer Services | Sandton
Sandton
... assistants, and our administration officeWork collaboratively with IFA’s and all relevant stakeholdersSubmit, track, and give feedback on any instructions to Advisors and Advisor AssistantsMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsUnderstand ...
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The Recruitment Council
Yesterday
Dispute Resolution Technical Lead | Sandton
Sandton
... the voice of the customer.Lodge and record all Regulatory complaints on the CMS system.Identify client needs and resolve regulatory complaints within agreed and prescribed SLA’s.Draft complaint responses and communicate decisions to intermediaries, management, clients, Ombudsman, FSCA, media, ...
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The Recruitment Council
Yesterday
Data MIS Manager
Sandton
These jobs were popular with other job seekers Reference: PE002303-VD-1Our client in the Financial Services industry is seeking to employ an experienced Data and Management Information Systems (MIS) Manager to their team.This role is based in Sandhurst, Johannesburg.A wonderful career opportunity ...
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