Provident fund transfers.
Our client, a leading Wealth Management Company, is seeking an Investment Administrator to join their of Pension and Provident fund transfers
experienced Client Service consultant with Asset management industry experience to fill a 6 month maternity Client Service Consultant with exposure in asset management - experience in investments / pension funds / products Very adaptable Customer relationship management Clear credit score and clear criminal record experienced Client Service consultant with Asset management industry experience to fill a 6 month maternity Client Service Consultant with exposure in asset management - experience in investments / pension funds /
relations. Escalate all unresolved queries to management by logging the case on the system. Answer 90% raised by the client. Give continuous feedback to management and the back office and ensure that stakeholders a Client Services Consultant within the Asset Management industry. Experience with Investments/Pension Investments/Pension Funds/Retirement Fund in an Asset Management Business. A sound technical understanding of Collective Customer service principles l Customer relationship management l Product Knowledge l Problem solving skills
relations. Escalate all unresolved queries to management by logging the case on the system. Answer 90% raised by the client. Give continuous feedback to management and the back office and ensure that stakeholders a Client Services Consultant within the Asset Management industry. Experience with Investments/Pension Investments/Pension Funds/Retirement Fund in an Asset Management Business. A sound technical understanding of Collective Customer service principles l Customer relationship management l Product Knowledge l Problem solving skills
relations Escalate all unresolved queries to management by logging the case on the system Answer 90% progression for self through input and feedback from managers Ensure personal growth and enable effectiveness raised by the client Give continuous feedback to management and the back office and ensure that stakeholders a Client Services Consultant within the Asset Management industry Experience with Investments/Pension Investments/Pension Funds/Retirement Funds in an Asset Management Business A sound technical understanding of Collective
a Client Services Consultant within the asset Management industry. Provide client services to investors relations. Escalate all unresolved queries to management by logging the case on the system. Answer 90% a Client Services Consultant within the Asset Management industry. Experience with Investments/Pension Investments/Pension Funds/Retirement Fund in an Asset Management Business MUST have A sound technical understanding of
limited to: · Daily debtors update on Debtors Manager. · Check figures, postings, and documents for correct Assist the Financial Manager with monthly management reports. Report to Financial Manager and MD regarding
audit for specific entities Preparing of cash management daily bank balance sheet Preparing of the weekly weekly stats for Executives Preparing Cash management interest calculation Preparing the motor vehicle audit results Assist with preparing monthly group management accounts Compiling information of the Corporate Provisional and final tax returns Assist with managing bank accounts with Standard Bank Assist with the
a Client Services Consultant within the Asset Management industry.
- Experience with Investments/Pension
Investments/Pension Funds/Retirement Funds in an Asset Management Business.
- A sound technical understanding
service principles
- Customer relationship management
- Building Customer Loyalty
- Planning