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Accounting / Finance
Client Relationship Officer
Umhlanga Rocks
A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing team
Key responsibilities:
- Contacting allocated qualified leads and setting up and closing appointments with potenti
share this job on whatsappClient Relationship Officer Umhlanga Rocks, South Africa
Pronel PersonnelUmhlanga Rocks
Description A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing team Key responsibilities: Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist Attendi
Client Relationship Specialist - Wealth Management
Umhlanga Rocks
20 000 + monthly bonuses based on KPI's
- Attend to all existing client queries and requests
- Handle, maintain, and track of all leads received by the Wealth Specialist
- Maintenance, reconciliation and submission of the Wealth Specialist teams daily recon template and daily figures
- Liaison with all clients allo
Customer Relationship Officer - Wealth Management
Umhlanga Rocks
15 000 basic + monthly bonuses based on KPI's Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
Client Relationship Officer Umhlanga
Isisekelo RecruitmentUmhlanga Rocks
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book. The CRO provides first class service to all clients and as such maintain and increase the Company's market share i
Client Relationship Officer
Isisekelo RecruitmentUmhlanga Rocks
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book. The CRO provides first class service to all clients and as such maintain and increase the Company's market share i
Client Specialist Umhlanga
Express Employment Professionals Durban NorthUmhlanga Rocks
The Client Relationship Specialist role services all existing clients of the Company that form part of an allocated team. Attending to all existing client queries and request timeously and professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads
Client Relationship Specialist
Express Employment Professionals Durban NorthUmhlanga Rocks
The Client Relationship Specialist role services all existing clients of the Company that form part of an allocated team. Attending to all existing client queries and request timeously and professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads
Client Specialist Umhlanga
Isisekelo RecruitmentUmhlanga Rocks
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with the Company's private wealth clients, fostering confidence and goodwill with these clients there
Client Relationship Specialist
Isisekelo RecruitmentUmhlanga Rocks
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with the Company's private wealth clients, fostering confidence and goodwill with these clients there
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