Job Description A well-established property development company based in Bedfordview is looking for a Client Liaison Assistant to join their team. Duties would include: Invoicing, Receipting and Reconciliations. Requirements: •Matric •2-3 years Pastel Payroll experience •Valid Drivers License and own vehicle If you would like to apply for this position, please send transcripts with...
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...
Our client is searching for a passionate and qualified individual to expand its dynamic team for enhancement of services to the clients. Location: Pretoria - Hybrid Permanent (a probation period will apply) Job Purpose: We are seeking a highly motivated, technically proficient Systems & Client Support Specialist to support our real-time processing platform. This individual will play a...
REQUIREMENTS Minimum education (essential): - National Senior Certificate Minimum applicable experience (years): - 3 years Required nature of experience: - Data Capturing - Client Engagement - Administration - Experience in managing Per Hand School Setups Skills and Knowledge (essential): - Proficient in d6 systems and related modules (Plus and Smart Systems) - Remote technical support and...
Overview: Our client, an international asset management company specialising in delivering tailored financial solutions, is seeking an Investor & Client Onboarding Specialist. The organisation is dedicated to building long-term relationships with clients through comprehensive services and a focus on sustainable, regulated asset management. This role involves supporting the onboarding and KYC...
Location: On-site Melrose Arch, Johannesburg Employment Type: Full-Time Industry: SaaS | Financial Services | Equity Compensation | Client Support About the Role WatersEdge Solutions is partnering with a cutting-edge share plan management platform to hire a Client and Participant Support Associate. This is a high-touch support role that bridges client success and participant services, perfect...
ENVIRONMENT: A dynamic provider of cutting-edge Financial Security Services is seeking a Client Services Specialist who will serve as the custodian of the company brand and collaborates with the Head of Client Services to oversee the end-to-end client experience from onboarding and account maintenance to issue resolution and relationship management. This role is responsible for maintaining and...
About the Company We are a well-established, specialist South African provider in the Health and Medicine sector, operating since 1995. We focus on delivering compliant and comprehensive solutions in Occupational Health, Corporate Wellness, Training, and Safety to a wide network of corporate clients across various industries. Our core mission is to seamlessly merge medical expertise with...
- Primary objective is to generate New Business for the Company (both Facultative & Treaty). - You will oversee the facultative business - Ongoing Client Servicing & Entertainment - Assist with client relationships and retention - You will be part of the management Team (Manco) and included in the monthly management meetings, where you will be required to add value to the company and management...
Role: Client Investment Tax Lead Category: Tax Reporting Location: Claremont | Pretoria | Sandton Salary: R1 000 000 R1 300 000 Per Annum A leading financial services firm is seeking a highly analytical and detail-oriented Client Investment Tax Lead to drive data integrity, tax reporting accuracy, and compliance across multiple investment platforms. This role plays a key part in designing and...
Client Account and Training Specialist (JB5802) Gauteng (Fully remote with daily travel to clients) R40 000 - R50 000 CTC per month (Experience Dependent) Permanent A people-and-tech role split 50/50 between after-sales client care and user training across multiple software solutions. You’ll help existing clients get the best out of the systems, resolve day-to-day challenges, and ensure users...
NB: This position is based in Johannesburg (partly Hybrid) We are looking for someone who will be able to fulfill the following requirements: To provides inbound and outbound telephonic services to internal and external clients subject to the requirement/s of the specific project/s the agent may be allocated to. Key Performance Areas: Receipt and handling of inbound & outbound calls. • Ensure...
Job Specifics - Location: Johannesburg, Gauteng - Job Type: Permanent | Full Time - Requirement: Valid Driver's License Overview An established wealth-management organisation is seeking a Client Relationship Officer to support private clients while ensuring exceptional service delivery. This role focuses on servicing an assigned client book, supporting wealth specialists, managing leads, and...
, permanent Position: Client Service Officer - Banking We are currently seeking a highly motivated and customer-oriented individual to join our team as a Client Service Officer. As a Client Service Officer, you will be responsible for providing exceptional customer service to our clients and ensuring their satisfaction with our banking services. You will act as the primary point of contact for...
Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...
Role Purpose To provide effective and efficient service to clients by receiving, evaluating and timeously responding to telephonic/electronic enquiries. Requirements Experience and Qualifications - Matric or relevant qualification. - Exposure to the insurance or financial services industry. - 2 years relevant experience in client servicing environment. - Microsoft Office Suite (Word, Excel). -...
Our Client in Sandton is looking for a Fluent German Speaker that will be able to fulfill the following requirements: To provides inbound and outbound telephonic services to internal and external clients subject to the requirement/s of the specific project/s the agent may be allocated to. Key Performance Areas: Receipt and handling of inbound & outbound calls. • Ensure that calls are answered...
ENVIRONMENT: A fast-growing provider of cutting-edge Financial Software Solutions in Joburg seeks to fill the role of a Client Manager someone with a strong finance or accounting background to work directly with clients and support the business growth. In this client-facing role you will combine - finance and accounting knowledge, software implementation and support, client relationship...
Account Manager (Client Growth & Engagement) (JB5782) Lonehill, Gauteng R30 000 to R35 000 a month + Petrol and Cell phone allowance + Commission + Incentives Permanent This opportunity is ideal for a driven and relationship-focused professional who thrives on growing existing business and engaging directly with decision-makers. The organisation specialises in empowering B2B companies to...
ENVIRONMENT: JOIN a dynamic team of a cutting-edge FinTech company seeking a young & passionate individual to fill the role of a Client Management & Migration Associate. You will deal with top personnel at clients and assist them with all technical queries. You will set up award issue and exercise processes, including communication with brokers to ensure a seamless trading process, assist client...