Client Service Consultant jobs in Bloubergstrand

Client Service Consultant: Processing (Prescient Fund Services) The Transfer Agency Client Service team provides excellent levels of client service to all investors in a timely and accurate manner. This team is the conduit between the client and the broader Prescient Fund Services operational teams and offers excellent exposure and opportunity across various Management Companies for which...

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 both individual and legal entity clients. Initially, this role will also involve participation in a...

A leading investment firm in Cape Town is seeking an Investment Service Consultant. This graduate role requires strong communication skills and a client-focused approach to provide world-class service to investors and advisers. Responsibilities include educating clients about investment products and philosophies, overseeing transactions, and contributing to continuous improvement efforts. This...

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,...

A leading investment management company based in Cape Town is seeking a motivated Consultant for their Retail Operations team. This role involves processing client transactions, ensuring a high standard of service, and maintaining strong client relationships. Candidates should possess a relevant business degree and exhibit excellent communication and problem-solving skills. Join a dynamic team...

A leading retail company is seeking a well-groomed individual for the Cosmetic Consultant position at their Cape Town store. As a Cosmetic Consultant, you will be responsible for engaging with customers, promoting Estee Lauder products, and ensuring exemplary customer service. Ideal candidates should be target-driven, possess strong communication skills, and have a passion for beauty. This is a...

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 Classification- Job Family- Sales and Service- Career Stream- Client Service- Leadership Pipeline- Manage Self: Technical (MST)- FAIS AffectedJob Purpose- To educate clients on the convenience, security and functionality of digital and self-service solutions; processing cash transactions and cash fulfillment (i.e.balancing and replenishment) and performing first line device maintenance in...

Company Description Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Job Description:The CRM Administrator will be responsible for managing and measuring new business, client relationship and general office and distribution development, administration, marketing activities and query...

A leading accounting and consulting firm in Cape Town is seeking a motivated Financial Accountant to join their team. The successful candidate will manage a portfolio of accounting clients, provide accounting and tax services, and maintain strong client relationships. The firm values teamwork and individual initiative, offering an excellent environment for learning and growth. Candidates should...

A leading insurance firm in Cape Town is looking for a call centre manager to enhance client service performance and lead a team of consultants. You will be responsible for recruiting, coaching, and driving the operational success of the call centre. The ideal candidate should possess a Short Term Insurance NQF Level 4 qualification along with 2+ years of team management experience in a call...

A leading health services provider in Cape Town seeks a Medical Aid Claims Consultant to manage client queries and claims efficiently. The role requires a matric qualification, with further education being advantageous, and 3-5 years of experience in the medical aid industry is essential. Candidates should also possess strong communication skills and a solid understanding of medical claims...

A leading accounting and consulting firm in Cape Town is seeking a motivated Financial Accountant to manage a portfolio of accounting clients in their outsourced accounting department. The ideal candidate will have a strong accounting background and a thorough understanding of accounting and IFRS principles. This role offers opportunities for continuous learning and career development in a...

Client Service Consultant: Onboarding (Prescient Fund Services) The Transfer Agency Client Service team aims to provide excellent levels of client service to all investors in a timely and accurate manner. Recognising its key position as the conduit between the client and the broader Prescient Fund Services operational teams. As part of the onboarding function of the broader client service team...

A leading financial services provider is seeking a Client Service Consultant in Cape Town. This role involves ensuring outstanding client service, assisting with investment queries, and providing information to clients and intermediaries. Candidates should possess a relevant financial qualification and communication skills in English. Experience in the finance or investment industry is...

Job Title Investment Service Consultant | Retail Client Services Description The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. Job Summary Why should you consider Allan Gray? At Allan Gray, you will spend your days doing meaningful and engaging work with smart, inspiring colleagues. Our steadfast...

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,...

A leading financial services provider is seeking a Branch Consultant in Cape Town to enhance market share through sound financial advice and excellent client service. This role requires at least one year of sales or marketing experience, with knowledge of the insurance landscape considered an advantage. You'll be responsible for promoting products, ensuring compliance, and optimizing client...