Jobs 1 to 10 of 10
The Recruitment Council
CapeTown
Our client''s Transfer Agency Client Service team is committed to delivering exceptional client Service to all investors in a timely and accurate manner. As the liaison between clients and the broader operational teams, the Client Service Consultant plays a pivotal role in the onboarding process for...
Executiveplacements.com 11 days ago
Sponsored Job
The Recruitment Council
CapeTown
Job Title: Client Service Consultant
Reporting Line: Team Leader OnboardingLocation: Westlake, Cape Town
Purpose of the Role
As a Client Onboarding Champion, you will play a pivotal role in ensuring a seamless onboarding experience for clients, acting as a vital link between clients an...
Jobplacements.com 15 days ago
Sponsored Job
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, Individ...
Jobplacements.com 18 days ago
Sponsored Job
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 courteous and professional manner via telephone, em...
Jobplacements.com 27 days ago
Sponsored Job
The Recruitment Council
CapeTown
Our client''s Transfer Agency Client Service team is committed to delivering exceptional client Service to all investors in a timely and accurate manner. As the liaison between clients and the broader operational teams, the Client Service Consultant plays a pivotal role in the onboarding process for...
Executiveplacements.com 11 days ago
The Recruitment Council
CapeTown
Job Title: Client Service Consultant
Reporting Line: Team Leader OnboardingLocation: Westlake, Cape Town
Purpose of the Role
As a Client Onboarding Champion, you will play a pivotal role in ensuring a seamless onboarding experience for clients, acting as a vital link between clients an...
Jobplacements.com 15 days ago
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, Individ...
Jobplacements.com 18 days ago
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 courteous and professional manner via telephone, em...
Jobplacements.com 27 days ago
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 change requests and perform rel...
Jobplacements.com 29 days ago
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 legal entities Verify DocFox aut...
Jobplacements.com 29 days ago
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 change requests and perform rel...
Jobplacements.com 29 days ago
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 Service.
Our Consultants do i...
Jobplacements.com 45 days ago
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 and independent financial ...
Jobplacements.com 46 days ago
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 providers as well as on the ad...
Executiveplacements.com 83 days ago
