Crm Jobs in South Africa
- Gauteng (301)
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Accounting / Finance
- Headhunters (7)
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- Last 7 days (10)
Key Account Manager (financial Services)
Johannesburg
500 000 Annually degree
share this job on whatsappFinancial Planning Associate - Cape Town
South Africa
Cost to company of R20 000 to R35 000pm including risk cover of 3 x annual salary for life and disability
design.
All proposals to be captured on the CRM management system in the prescribed expectations
clients as per the required frequency indicated on the CRM.
Ensure portfolio reviews are prepared within
and design.
All reviews to be captured on the CRM management system in the prescribed expectations
with clients and feedback to be captured on the CRM.
Highlight the income sustainability and notify
relevant parties.
All cases to be captured on the CRM management system in the prescribed expectations
Paraplanner Westville
Catch RecruitWestville
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” is enabled for complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness of client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews
Wealth Assistant – Cape Town
South Africa
Cost to company of R20 000 to R30 000pm including risk, life and disability cover.
compliance is sent to the client
o Update CRM accordingly
4. Maintenance of clients
o
regular feedback / updates to clients
o Keep CRM and Product Provider updated at all times with clients
Junior Credit Controller Alberton
Turnto Consultants LtdAlberton
Generate, monitor and process tickets generated in the CRM Answer calls and emails from customers with queries
Fund Administration Specialist Cape Town
Moving Heads PersonnelCape Town Region
and Investors including bank account creation and CRM setup. Responsible for the creation and maintenance
Fund Accounting And Administration Specialist Negotiable
Moving Heads PersonnelCape Town Region
and Investors including bank account creation and CRM setup. Responsible for the creation and maintenance
Senior Accountant Johannesburg North
Sydsen RecruitSouth Africa
Computer literate in legal / accounting software e.g CRM; Sage; Pastel & Xero SAP working experience Strong
Senior Accountant (legal Industry Experience)
Sydsen RecruitSouth Africa
Computer literate in legal / accounting software e.g CRM; Sage; Pastel & Xero SAP working experience Strong
Senior Accountant (legal Industry Experience)
Johannesburg
ter literate in legal / accounting software e.g CRM; Sage; Pastel & Xero
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