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Yesterday
Transfers and Onboarding Consultant | Sandton
Sandton
... sales consultants/RM (targets), IFA and assistants including formal weekly feedback (client level)Manage flow of work in close conjunction with advisor liaison consultant/sales consultant/RM (instructions, queries, requests, rejections)Manage exceptionsLog and resolve queries. Be able to give ...
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The Recruitment Council
Yesterday
Financial Advisor Liaison Consultant | Customer Services | Sandton
Sandton
... Consultant in Customer Services to join their team.Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as ...
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The Recruitment Council
Yesterday
Client Services Consultant | Asset & Investment Management | Sandton
Sandton
... Consultant.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’s product range in a courteous and professional manner ...
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The Recruitment Council
Yesterday
Senior Compliance Officer | Short Term Insurance | Sandton
Sandton
... sales, after-sales during the product and client life-cycles.Management of the Risk, Compliance and Advice requirements to provide insights on regulatory, operational and external developments to ensure proactive awareness and management of compliance risk and advice issues.Performing a leading ...
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The Recruitment Council
Yesterday
Junior Financial Advisor – Sandton
Sandton
... their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be ...
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The Recruitment Council
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