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24.06.2024
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
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 ...
More »
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
26.04.2024
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
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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