customer account manager jobs in Umdoni

Description : Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Onboarding & Maintenance Support teams execute manual processes and monitor automated processes to gather and maintain required information that identifies client accounts and features such as legal...

Vacancy descriptionAccent Manufacturing produces putty adhesives and butyl tapes. The sales department of the Butyl tape division has a vacancy for a person to run and oversee the admin, order processing and accounting function.Job title:admin and accounting administratorReporting to: DirectorLocation : Park Rynie /ScottburghResponsible for admin, order processing and accounting tasks for the...

2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Blue Marlin All-inclusive Seascape Resort is a premier South Coast holiday destination with a long-standing legacy. Situated at Blue Flag-certified Scottburgh Beach, this multi-room hotel is family-friendly and plays host to weddings and conferences. The Blue Marlin All-inclusive Seascape...

Purpose Perform duties of an Assistant Manager by ensuring that the Store Manager is relieved, maintain company standards of housekeeping, merchandising, shrinkage control, discipline, and security. Key Responsibilities- Banking of money- Relieve store manager- Maintain company standards of housekeeping, merchandising, shrinkage control, discipline, and security- Ensure compliance of all...

OPERATIONAL MANAGEMENT - Ensure store sales objectives are met - Maximise incomes streams for the store (Add-ons, GP etc.) - Stores Performance - Ensure effective implementation of merchandising standards - Ensure effective implementation of marketing initiatives - Attraction and retention of customer base INVENTORY MANAGEMENT - Functional area - Job Competencies - Ensure store sales...

MFC Salaried Financial Advisor (Talent Pool) – Old Mutual South Africa Join to apply for the MFC Salaried Financial Advisor (Talent Pool) role at Old Mutual South Africa. Let’s write Africa’s story together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Requirements: Skills, Qualifications and Experience required - Grade 12...

Description Requirements: Skills, Qualifications and Experience required · Grade 12 (Matric). · Valid Driver’s licence and Own Car · FAIS Compliance · Clear criminal and credit check · Minimum of 3 years working experience (preferably in sales) · Computer literacy (MS Word, Powerpoint and Outlook) · Excellent communication skills (written and verbal) · Presentations skills an added...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve...

OPERATIONAL MANAGEMENT - Ensure store sales objectives are met - Maximise incomes streams for the store (Add-ons, GP etc.) - Stores Performance - Ensure effective implementation of merchandising standards - Ensure effective implementation of marketing initiatives - Attraction and retention of customer base INVENTORY MANAGEMENT - Functional area - Job Competencies - Ensure store sales...

Description : Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Wealth Management Specialty Operations teams execute manual processes and monitor automated processes to accurately move and/or protect assets and account information according to special product...

Description : Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Onboarding & Maintenance Support teams execute manual processes and monitor automated processes to gather and maintain required information that identifies client accounts and features such as legal...

Description : This job is responsible for handling complex and escalated customer situations regarding possible fraudulent account activity. Key responsibilities include receiving inbound calls and takes appropriate action requiring accuracy on complex transactions. Job expectations include performing functions related to research and resolution of fraudulent activity, service support, and...

Description : This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion...

Description : This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job...

Description : This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...

Description : This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...

Description : This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...

Description : This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations...

Description : This job is responsible for completion of standard operations processes related to consumer credit disputes, escalations and tax reporting. Key responsibilities include data entry, reporting data validation, case investigation, reconciliation requests, and client inquiry workflows. Job expectations include supporting standard transaction processing, reconciliation, and resolution...

Description : This role will support change management routines for full scope of GWIM's Managed Trading Applications and Architecture. Responsibilities for this role will include: Drive test plans and test scripts creation and ensure data is staged for pipeline and production testing (weekend availability for testing required during project release weekends)Provide post-production testing...