Client Service Consultant jobs

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Financial Advisors) within an Asset Management / Wealth planning environment. Post Grad in Financial planning is an advantage. Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are...

Job Description To deliver outstanding customer service by promptly addressing client needs, accurately processing requests, and offering tailored solutions. Leverage effective sales techniques to meet unit sales targets, converting leads into active accounts, and contributing to the attainment of annual performance objectives. Hello Future Client Service Consultant Welcome to FNB, the home of...

Key Responsibilties To offer customer service for our Quick Cash, Personal Loan/Transfer Assist product. To liaise with the client, home loan consultant, credit department & attorney firm in order to effectively and efficiently process the payment of the loan to the client. Alignment to business driver/strategy - Reputable and trusted provider of unsecured lending to SA home Loans clients....

*Job Requisition details * Req: Role: Client Service Consultant (Maternity replacement) Area: Parys Advert closing date: 15/01/2026 Job Family Sales and Service Career Stream Client Service Leadership Pipeline Manage Self: Technical (MST) FAIS Affected FAIS Affected - Yes Job Purpose To educate clients on the convenience, security and functionality of digital and self-service solutions;...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...

Client Service Consultant Main Functions and Responsibilities: Registration of Personnel Capturing/ Importing of Payment Data Administering of Payroll Client Service Delivery Placement of Staff at Company Clients Establishing and Maintaining a Healthy Relationship with Clients and Staff Support quality control measures and Initiatives Recording and...

Description Hello Future Client Service Consultant Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in FNB Commercial Forex, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying...

Description One of the largest financial services providers is seeking to appoint 3 Client Services Consultant for their call center in the funeral department. Are you an energetic and driven individual who has a passion for client services, then this position is for you. Minimum Requirements**: - Matric - Clear ITC and Criminal Record - Experience as a Client Services Consultant - Fluent in...

Gauteng, Tshwane (Pretoria)- Market related - Market related Monthly Cost To Company (Market related) Our client, a Technology Solutions Company that delivers products designed to optimise workforce efficiencies and processes has a Permanent position in the Pretoria area with some travelling to client sites for a Client services Consultant. Grade 12 or equivalent qualification. Computer...

Responsible for all administration requests in regard to client enquiries and providing assistance to clients and all consultants Key performance areas:Health servicing oServicing the sales consultant’s clients Wealth servicing oServicing the sales consultant’s clients Short term servicing oServicing the sales consultant’s clients KPI’s to be determined on a quarterly basis at the...

Job Advert Summary:PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique...

Main Purpose: Responsible for all administration requests in regard to client enquiries and providing assistance to clients and all consultants Key performance areas: Health servicing Submitting applications Servicing the sales consultant’s clients Wealth servicing Submitting applications Servicing the sales consultant’s clients Short term servicing Submitting applications Servicing the sales...

Purpose of the Role: The Graduate Investment Services Consultant will form part of the Client Service Centre, a critical component of the firm’s service offering to investors and independent financial advisers. The successful candidate will be responsible for providing accurate, responsive, and world-class service, helping clients navigate their investment journey and build confidence in the...

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic...

What will you do? The Client Service Consultant: Life Investments will be responsible for the administration and coordination of the investment process. This will be achieved by actively contributing to the high standard of quality and service delivery by effectively verifying and efficiently processing instructions received by Glacier. Providing excellent client services to internal and...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...

About the Company- Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.- Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...