The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Financial Advisors) within an Asset Management / Wealth planning environment. Post Grad in Financial planning is an advantage. Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are...
Job Description To deliver outstanding customer service by promptly addressing client needs, accurately processing requests, and offering tailored solutions. Leverage effective sales techniques to meet unit sales targets, converting leads into active accounts, and contributing to the attainment of annual performance objectives. Hello Future Client Service Consultant Welcome to FNB, the home of...
Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic...
Description Hello Future Client Service Consultant Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in FNB Commercial Forex, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying...
Description One of the largest financial services providers is seeking to appoint 3 Client Services Consultant for their call center in the funeral department. Are you an energetic and driven individual who has a passion for client services, then this position is for you. Minimum Requirements**: - Matric - Clear ITC and Criminal Record - Experience as a Client Services Consultant - Fluent in...
Gauteng, Tshwane (Pretoria)- Market related - Market related Monthly Cost To Company (Market related) Our client, a Technology Solutions Company that delivers products designed to optimise workforce efficiencies and processes has a Permanent position in the Pretoria area with some travelling to client sites for a Client services Consultant. Grade 12 or equivalent qualification. Computer...
Responsible for all administration requests in regard to client enquiries and providing assistance to clients and all consultants Key performance areas:Health servicing oServicing the sales consultant’s clients Wealth servicing oServicing the sales consultant’s clients Short term servicing oServicing the sales consultant’s clients KPI’s to be determined on a quarterly basis at the...
Job Advert Summary:PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique...
Purpose of the Role: The Graduate Investment Services Consultant will form part of the Client Service Centre, a critical component of the firm’s service offering to investors and independent financial advisers. The successful candidate will be responsible for providing accurate, responsive, and world-class service, helping clients navigate their investment journey and build confidence in the...
Job Responsibilities Client Engagement: - Respond to client needs by offering the right service and solution. - Build client trust by applying your expertise and experience to do good for your client. - Educate clients and potential clients on how to subscribe and service their account. - Treat clients with respect, build trust, show care and humility in all client interactions. - Help clients...
Job Advert: Client Servicing Consultant (Administration) Location: Centurion Job Overview We are looking for a Client Servicing Consultant (Administration) to join our team. The ideal candidate will be responsible for assisting clients, supporting our consultants, and managing all administrative tasks across our Health, Wealth, and Short-Term insurance services. Key Responsibilities: •Submit...
Role PurposeManagement and servicing of direct personal lines insurance 55 plus client portfolios whilst ensuring a balance between the company's business priorities including growth and client retention whilst adhering to the insurance needs of clients, in conjunction with Financial Services Regulations. Locationx1 Nelspruit and x1 Durban Responsibilities and work outputs- Servicing of...
Hours: Monday- Friday 8h00- 16h00, with availability to handle occasional weekend or after hours enquiries and emergencies. 6 month contract, could be converted to permanent on completion of contact period. Skills and experience needed- Prior customer service/ booking experience in the travel/ tourism industry would be an advantage.- Familiarity with CRM tools and processes will be an...
We are seeking a friendly, highly skilled client services representative to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing inquiries, and promptly directing customer complaints to relevant departments. Your duties will also include obtaining post-sales client feedback. To be successful in client services, you should...
What will you do? The Client Service Consultant: Life Investments will be responsible for the administration and coordination of the investment process. This will be achieved by actively contributing to the high standard of quality and service delivery by effectively verifying and efficiently processing instructions received by Glacier. Providing excellent client services to internal and...
Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...
Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...
Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...
About the Company- Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.- Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance...
Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...