Client Relationship Manager jobs in Umdoni

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Business Governance Manager

Bank of America
Pennington

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...

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11 hours ago

Unit Manager – Scottburgh

Hire Resolve
Scottburgh

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...

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7 days ago

Field Sales Representative

Yutiliti
Scottburgh

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 -...

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6 days ago

MFC Salaried Financial Advisor

Old Mutual Limited
Scottburgh

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...

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6 days ago

Procurement & Stock Controller

Zisabo Plumbing And Electrical
Park Rynie

About Us Zisabo is a proudly South African e-commerce and retail business based in Park Rynie, Scottburgh. We are a BEE Level 1 small business specialising in a wide range of plumbing, electrical, pump, filtration, and hardware products, supplied both online and in-store. Our fast-growing platform, , focuses on delivering quality products, great prices, and exceptional service, supported by...

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6 days ago

MFC Salaried Financial Advisor (Talent Pool)

Old Mutual
Scottburgh

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...

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2 days ago

Sales Agent Field

Winning Form
eMuziwezinto

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...

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23 hours ago

Aspiring Financial Adviser

Old Mutual
Scottburgh

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...

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7 days ago
Remote

Sr. Product Manager - Workplace Benefits

Bank of America
Pennington

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...

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11 hours ago

Merrill Onboarding & Maintenance Account Management Ops Representative

Bank of America
Pennington

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...

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7 days ago

Account Management Ops Representative

Bank of America
Pennington

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...

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2 days ago

Account Management Operations Analyst

Bank of America
Pennington

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...

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2 days ago

Wealth Management Fraud & Claims - Sr. Fraud Analyst

Bank of America
Pennington

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...

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7 days ago

National Financial Solutions Advisor I (Pennington, NJ) (Series 7 Required)

Bank of America
Pennington

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...

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7 days ago

Investment Consultant II - Merrill Premium

Bank of America
Pennington

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...

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7 days ago
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Consumer Investments - Financial Services Representative

Bank of America
Pennington

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...

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2 days ago
No Experience

Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)

Bank of America
Pennington

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...

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2 days ago

Investment Advisory Specialist II

Bank of America
Pennington

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...

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7 days ago

Sr. Operations Project Analyst

Bank of America
Pennington

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...

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7 days ago

Financial Data and Reporting Ops Representative

Bank of America
Pennington

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...

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11 hours ago
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