Client Services Supervisor jobs in Umdoni

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...

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 (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...

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...

Overview Description Hire Resolve’s client is actively seeking a dedicated Registered Nurse/Clinical Technologist to join a well-established healthcare facility in Scottburgh, KZ. In this role, you will be responsible for providing high-quality clinical care and technical support to patients, ensuring the delivery of exceptional healthcare services. Responsibilities: Provide direct patient...

Responsibilities Being a part of the Hollywoodbets Purple Team is an opportunity to become a part of one of South Africa's biggest success stories. From humble beginnings in Durban, Hollywoodbets has grown into a powerhouse brand operating across Africa and the United Kingdom. And that's just the beginning. Our talented Team is on a mission to increase our global footprint, ready to take on any...

Purpose: - Generate sales - Sign up clients - Client relations management - Manage and service a portfolio of fibre clients to ensure targets are achieved Requirements: - Matric - OWN reliable transport and valid driver's license - Computer literate - Smart phone Key responsibilities: - Engage target audience to acquire new clients - Prepare/Present sales proposals to potential clients -...

Our client, a hospital group who has provided health care services in Kwa-Zulu Natal and the Eastern Cape for over 30 years are looking to recruit a Infection Control/ Occupational Health & Safety/ Teaching and Development RN based in Scottsburgh. This state-of-the-art private hospital facility offering modern theatres which are comprehensively equipped allowing most types of surgical...

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 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 : In conjunction with other senior management, implements and monitors operational risk management policies, procedures, standards, and program with enterprise-wide impact such as Regulatory, and/or special projects for one or more departments or functions within a business group. Applies knowledge and expertise to influence business managers and peers to ensure enforcement of...

Description : This job is responsible for leading daily management and development of Institutional Retirement products. Key responsibilities include developing, maintaining and executing the strategic plan of a product, delivering innovative solutions that meet the needs of Workplace Benefits clients, identifying gaps and developing solution plans. Job expectations includes leveraging product...

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 : 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 : 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 : This job is responsible for partnering with field leadership and financial advisors to grow the Investment Advisory Platform by helping to align IAP solutions to client goals. Key responsibilities include interacting with other Investment Solutions Group teams to produce solutions for advisors and territories. Job expectations include driving responsible growth by guiding advisors...

Description : At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are...

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 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...