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Keywords: Investment Client Service Specialist, Location: Cape Town, Western Cape

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Investment Client Service Specialist

, is seeking a Client Service Specialist to join their team. The ideal candidate would be friendly and highly skilled in client.... Responsibilities: Ensuring a positive and professional client service experience Providing exceptional client service across carious...

Posted Date: 11 Sep 2024

Client Liaison Specialist: Investments

) Minimum Experience Level 3 - 6 years' Private Banking / Investment House Client Service and Para-Planning experience. CRM, D-365...: Technical (MST) Job Purpose To provide financial solutions to Wealth Managers, client service and educate clients on the...

Company: Nedbank
Posted Date: 15 Nov 2024

Client Liaison Specialist: Investments

) Minimum Experience Level 3 - 6 years' Private Banking / Investment House Client Service and Para-Planning experience. CRM, D-365...: Technical (MST) Job Purpose To provide financial solutions to Wealth Managers, client service and educate clients on the...

Company: Nedbank
Posted Date: 15 Nov 2024

Client Services Specialist

to hear from you! POSITION Client Services Specialist LOCATION Rondebosch SALARY R450 000 - R510 000... RESPONSIBILITIES Client and Fund Administration Completing client onboarding / account setup /maintenance of client information...

Posted Date: 16 Nov 2024
Salary: R450000 - 510000 per year

KYC Client Onboarding Specialist | Tokai

Client Onboarding Specialist plays a critical role within the Middle Office / Investment Operations team. This position...KYC Client Onboarding Specialist Location: Steenberg, Tokai Reporting Line: Operations Manager Overview The KYC...

Posted Date: 22 Oct 2024

SENIOR WEALTH MANAGER – HNW CLIENTS – OFFSHORE – REF9534

specialist, professional advice; albeit that the investment decisions are outsourced but managed...LOCATION: Cape Town or JHB. R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS Our client's is a multi-family office...

Posted Date: 12 Oct 2024

Coverage & Engagement Specialist

' experience in corporate business development and sales, or corporate client service or marketing within a financial services... with key internal and external stakeholders to identify changing client needs and align service offering with client needs...

Posted Date: 14 Nov 2024

Evaluation and Operations Research Specialist

transmission of HIV (MTCT) within its client cohorts, and improving reproductive, maternal, new-born, child and adolescent health.... Programmatic expansion at scale and a competitive funding environment necessitate continued, progressive investment in evidence...

Posted Date: 13 Nov 2024

Information Systems Support Specialist

Job Description Job Title: Information Systems Support Specialist Job Type: Permanent Role- Package (Negotiable... Our client (Financial Services and Asset Management) are one of the largest and most successful fund management firms...

Posted Date: 07 Nov 2024

Senior Specialist - Retail Finance, Tax

and exceptional service. Operating across multiple countries, they specialize in investment management and financial advisory services...Job Description Our client is a leading financial services provider known for its commitment to innovation...

Posted Date: 07 Nov 2024

DDQ AND RFP SPECIALIST – REF9521

's and report backs for the clients and potential clients; You will be required to work closely with the investment and client... service teams and play an integral part in both the acquisition and retention of client mandates. The ability to create...

Posted Date: 14 Sep 2024

2025 SAICA Trainee Accountant Audit-Financial Services, Cape Town

client service and further disrupt and transform the FS industry. We are looking for candidates who would like: Exposure... working out of 1,617 offices – and we’re all working towards one goal: to provide our clients with exceptional service...

Company: BDO
Posted Date: 15 Nov 2024

2029 SAICA Trainee Accountant Audit-Financial Services, Cape Town

client service and further disrupt and transform the FS industry. We are looking for candidates who would like: Exposure... working out of 1,617 offices – and we’re all working towards one goal: to provide our clients with exceptional service...

Company: BDO
Posted Date: 23 Oct 2024

2027 SAICA Trainee Accountant Audit-Financial Services, Cape Town

client service and further disrupt and transform the FS industry. We are looking for candidates who would like: Exposure... working out of 1,617 offices – and we’re all working towards one goal: to provide our clients with exceptional service...

Company: BDO
Posted Date: 23 Oct 2024

2026 SAICA Trainee Accountant Audit-Financial Services, Cape Town

client service and further disrupt and transform the FS industry. We are looking for candidates who would like: Exposure... working out of 1,617 offices – and we’re all working towards one goal: to provide our clients with exceptional service...

Company: BDO
Posted Date: 23 Oct 2024

2028 SAICA Trainee Accountant Audit-Financial Services, Cape Town

client service and further disrupt and transform the FS industry. We are looking for candidates who would like: Exposure... working out of 1,617 offices – and we’re all working towards one goal: to provide our clients with exceptional service...

Company: BDO
Posted Date: 23 Oct 2024

JULY 2025 SAICA Trainee Accountant - Financial Services, Cape Town

exceptional client service and further disrupt and transform the FS industry. We are looking for candidates who... working out of 1,617 offices – and we’re all working towards one goal: to provide our clients with exceptional service...

Company: BDO
Posted Date: 23 Oct 2024

Executive Assistant - Global - Fully Remote

: Your background matters less than your ability to perform. Whether you're an EA, operations specialist, or customer service pro, can... - A Community of Growth and Excellence At Atlas Assistants, we're more than just a service provider - we're a community dedicated...

Posted Date: 16 Nov 2024

Audit Senior Associate 2

on using the latest technology to reduce the level of manual testing ensuring you’ll focus on the most valuable areas of client... service and on enhancing corporate governance and the reliability of our clients’ information. To really stand out and make...

Company: PwC
Posted Date: 07 Nov 2024

Financial Advisor

Job Title: Financial Advisor (Investment Specialist) The Financial Advisor (Investment Specialist) plays a pivotal... role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment...

Posted Date: 29 Oct 2024