Jobs 1 to 10 of 14
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 24 hours 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 10 days ago
Sponsored Job
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 12 days ago
Sponsored Job
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 12 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 24 hours 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 10 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 12 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 12 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 12 days ago
The Recruitment Council
sandton, Gauteng
Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and Investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner’s mindset.Key Responsibilities:
Service...
Executiveplacements.com 19 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 28 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 29 days ago
Isilumko Staffing (JHB)
Johannesburg
One of the TOP banks in S.A. is looking for an experienced Client Service Consultant to join their JHB team on a 6-month contract.
Qualifications and experience:
3 years' client Service experience in a Broker environment
Must have product knowledge: JSE Equities, SAFEX, Contract for differences, w...
Jobplacements.com 58 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 66 days ago
