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19.04.2024
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 ...
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The Recruitment Council
14.03.2024
Head of IT: Financial Services | Sandton
Sandton
... the hunt for an exceptional candidate to take on the role of Head of IT in Financial Services would be leading and managing all aspects of people, process and technology for our client’s information systems within Group I.T. that pertain to the successful running of the Financial Services ...
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The Recruitment Council
23.06.2024
Financial Advisor Liaison Consultant | Customer Services | Sandton
Sandton
... assistants, and our administration office Work collaboratively with IFA’s and all relevant stakeholders Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants Maintain agreed upon turnaround times on all administrative tasks Attend regular team meetings ...
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The Recruitment Council
23.06.2024
Client Services Consultant | Asset&Investment Management | Sandton
Sandton
... the opportunity to join this prestigious wealth management company as a Client Services 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. ...
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The Recruitment Council
30.08.2024
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
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