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23.06.2024
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
23.06.2024
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 telephonic Manage exceptions of internal and external stakeholder Log and resolve queries. Be able to give feedback on relevant ...
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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
Durban: Business Development Consultant – Durban
Sandton
... sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time Keep up to date and fully informed on product comparisons with opposition products Stay abreast of the companys product changes and enhancements ...
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The Marketing
28.04.2024
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 ...
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The Recruitment Council
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