Jobs 1 to 10 of 11

Investment Service Consultant
HR Genie
Western Cape
A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically Service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Indi...
Jobplacements.com  24 hours ago
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Client Service Consultant
Conova Recruitment
Capetown
Key Responsibilities:Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit TrustsCommunicate with clients on the company product range in a co...
Jobplacements.com  10 days ago
Sponsored Job

Onboarding Client Service Consultant
Dynexity
Capetown
Key Responsibilities: Ensure the correct capturing all regulatory classifications (FATCA, OECD, ASISA, SARB)Ensure the correct capturing all tax classifications (DWT, IWT) and ensuring the clients tax details have been recorded appropriatelyReview all static data...
Jobplacements.com  12 days ago
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Client Services Consultant Onboarding
CA Financial Appointments
Tokai
Well-respected fund Services client's transfer agency team seeks a Client Service Consultant to join them. This role has a focus on the client onboarding function.Responsibilities:  Manage client onboarding process, account creation for individuals and leg...
Jobplacements.com  12 days ago
Sponsored Job

Investment Service Consultant
HR Genie
Western Cape
A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically Service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Indi...
Jobplacements.com  24 hours ago

Client Service Consultant
Conova Recruitment
Capetown
Key Responsibilities:Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit TrustsCommunicate with clients on the company product range in a co...
Jobplacements.com  10 days ago

Onboarding Client Service Consultant
Dynexity
Capetown
Key Responsibilities: Ensure the correct capturing all regulatory classifications (FATCA, OECD, ASISA, SARB)Ensure the correct capturing all tax classifications (DWT, IWT) and ensuring the clients tax details have been recorded appropriatelyReview all static data...
Jobplacements.com  12 days ago

Client Services Consultant Onboarding
CA Financial Appointments
Tokai
Well-respected fund Services client's transfer agency team seeks a Client Service Consultant to join them. This role has a focus on the client onboarding function.Responsibilities:  Manage client onboarding process, account creation for individuals and leg...
Jobplacements.com  12 days ago

Onboarding Client Service Consultant
Dynexity
Capetown
Key Responsibilities: Ensure the correct capturing all regulatory classifications (FATCA, OECD, ASISA, SARB)Ensure the correct capturing all tax classifications (DWT, IWT) and ensuring the clients tax details have been recorded appropriatelyReview all static data...
Jobplacements.com  12 days ago

Graduate: Investment Service Consultant
Palesa Mbali Group
Cape Town
Purpose of the role Our Client Service Centre is integral to our Service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients’ and advisers’ trust and confidence through providing world-class se...
Jobplacements.com  28 days ago

Junior Investment Consultant
Bright City Talent
Cape Town
One of our top clients who have a reputation for being the best in it's industry is looking to appoint a JUNIOR Investment Consultant for their Retail Client Service department, based in Cape Town. The Client Service Centre is integral to their Service offering for clients...
Jobplacements.com  29 days ago

Specialist Consultant - Retail Investments (LISP)
Rory Mackie & Associates
Cape Town
Overview: Our client, a leading global Asset Manager is seeking to hire a Specialist Consultant to join their Investment Platform Operations team. The Specialist Team is a dynamic team within the platform, which focuses their client servicing efforts on model portfolio pro...
Executiveplacements.com  66 days ago

German Speaking Customer Service Consultant
RMV Solution
CapeTown
• Join a reputable airline brand across different work areas • Assist passengers with pre- and post-flight travel inquiries in the customer relations department in German and English • Utilize airline reservati...
Jobplacements.com  73 days ago

Client Service / Customer Service / Financial Advisor / Codes Administrator (12-month contract) - A
Isilumko Staffing (JHB)
Cape Town
One of the TOP banks in S.A. is seeking an experienced Customer Service / Client Service Consultant to join their branch in Cape Town on a 12-month contract.  Qualifications and experience:  Post Grad - MUST Degree - MUST No less tha...
Jobplacements.com  74 days ago