Senior Officer (Client Support)
J.A.Z Recruitment Somerset West
The role also requires strong technical knowledge to handle escalated queries from financial advisors, members, and third parties while ensuring compliance with policies, procedures, and regulatory requirements.
Requirements:
- 3 5 years exp. in a client services role, preferably within the financial services industry
- Proven experience in handling client queries and maintaining high service standards
- Relevant tertiary qualification e.g. Business Administration, Finance, Economics or related field
- Diploma or Certificate in Financial Services, Compliance or Client Services advantageous
- Understanding of pensions and investment products and experience working in a regulated environment with knowledge of compliance and risk requirements
J.A.Z RecruitmentSomerset West
of a multi-skilled and cross-trained function.
As a Senior Officer, you will be instrumental in delivering a client-focused operational service to clients, distribution partners, and service providers. You will take responsibility for key operational tasks...
Helderberg Personnel CCSomerset West
Experience
• 35 years experience in a client services role, preferably within the financial services industry
• Proven experience in handling client queries and maintaining high service standards
• Relevant tertiary qualification (e.g. Business...
Network RecruitmentCape Town, 41 km from Somerset West
Key Responsibilities:
• Conduct market research to identify potential clients and strategic business opportunities.
• Develop and maintain networks through participation in industry events, conferences, and business forums.
• Perform detailed...