Client Advisor Jobs in Claremont

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Client Advisor 1  

Nedbank - Cape Town, ZA

Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms. Keep abreast...

from: Nedbank - More than 30 days ago

Customer Service & Influencer Support Agent  

Keen - Cape Town, Western Cape

If you're keen to advance your career, embrace challenges, and redefine what's possible in the digital realm, you might just be the perfect fit for our dynamic team. Join us, and let's unlock the full...

from: workable.com - 7 days ago

Compliance Officer Team Lead  

ARVO - Cape Town, Western Cape

This is not a traditional corporate compliance role—we are looking for someone who is proactive, solutions-driven, and willing to roll up their sleeves to help build and refine the company’s compliance... 480,000 - 600,000

from: workable.com - 8 days ago

Portfolio Administrator  

Hire Resolve - 7439 Bellville, South Africa (+1 location)

Investigate and reconcile discrepancies between internal reports and LISP data. Prepare platform-based quotations and assist with mandate-related administration. Proactively handle client and advisor communication... R300 000

from: simplify.hr (+2 sources) - 14 days ago

APPOINTMENT SETTER /DIALER  

SDC - Cape Town, City of Cape Town, Western Cape, 8001, South Africa

Provide exceptional customer service to clients which include customer rejection and objection handling. You need to possess a positive, upbeat and enthusiastic attitude RESPONSIBILITIES:

from: freerecruit.co.za - 27 days ago

Para-Planner - Bellville Competitive Package  

GSI Talent Solutions Pty Ltd - Bellville, Western Cape, South Africa

Maintain accurate client records and assist with ongoing portfolio reviews Proficient in MS Office (especially Excel) and financial planning tools/software Liaise with clients and service providers for... Competitive Package

from: pnet.co.za - 8 days ago

Business Solutions Advisor (Insurance Industry)  

Finding Personnel - Cape Town

Engage with high-value clients, investors, and business partners to deliver tailored risk and insurance solutions. Assist in the implementation and continuous improvement of administrative and operational...

from: bizcommunity.com - 22 days ago

Client Relationship Manager - Somerset West  

Catch - n/a Somerset West, South Africa

Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc. The individual puts the needs of clients first and to...

from: simplify.hr - More than 30 days ago

Financial Planner  

Cross Wealth Financial Services - Cape Town, Western Cape

developing customized financial strategies, analyzing financial data, and guiding clients

from: jobslin.com - More than 30 days ago

Business Development Manager - Discretionary Fund Manager Neg  

BA Personnel - Cape Town / George, Western Cape, South Africa

Our client is the first truly global discretionary fund manager in South Africa. It marries the expertise of whose behaviour-change platform is the largest of its kind, and world's leading asset managers... Neg

from: pnet.co.za - 7 days ago


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