experience in an Asset Management business; Financial Services experience specifically Asset Management, Retirement Offshore; Call Centre experience in Financial Services business; Excellent business writing skills; Afrikaans
Responsibilities:
dynamic and well-spoken? Join our client as a Client Service Consultant You'll engage with investors and financial long-lasting relationships by delivering exceptional service experiences. Location: Cape Town Duration of contract: Engagement: Respond to client needs with the right service and solutions. Build trust through expertise, showing interactions. Educate clients on subscribing and servicing their accounts. Help clients achieve financial Educate clients on secure, cost-effective self-service channels. Collaborate with internal stakeholders
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
role
Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional
are looking for a dynamic and well-spoken Client Service Consultant to join the team in Cape Town. The the delivery of exceptional service experiences Job Responsibilities: Provide client services to investors via various of all calls within 60 seconds (90/60) as per Service Level Agreements (SLA) Generate lead targets required Level: 2-3 years working experience as a Client Services Consultant within the Asset Management industry
dynamic and well-spoken? Join our client as a Client Service Consultant You'll engage with investors and financial long-lasting relationships by delivering exceptional service experiences. Location: Cape Town Duration of contract: Engagement: Respond to client needs with the right service and solutions. Build trust through expertise, showing interactions. Educate clients on subscribing and servicing their accounts. Help clients achieve financial Educate clients on secure, cost-effective self-service channels. Collaborate with internal stakeholders
We're seeking Client Services Consultants (12 month fixed-term Contract) Western Cape. The core purpose exceptional service experiences. MUST have 2 – 3 years minimum experience as a Client Services Consultant the asset Management industry. Provide client services to investors via various communication channels of all calls within 60 seconds (90/60) as per Service level Agreements (SLA) Generate leadtargets required have 2-3 years working experience as a Client Services Consultant within the Asset Management industry
Client Services Consultants (6 month fixed-term Contract) Western Cape. We are looking for a dynamic dynamic and well-spoken Client Service Consultant to join the team in Cape Town. Thecore purpose of this role exceptional service experiences. MUST have 2 – 3 years minimum experience as a Client Services Consultant Respond to client needs by offering the right service and solution. Build client trust by applying your and potential clients on how to subscribe and service their account. Treat clients with respect, build