31 Client Advisor Jobs in Claremont
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Paraplanner CA Financial Appointments - Claremont Attain information needed to compile Balance Sheet, Income & Expenditure Statements and relay to Advisor Review current and future allocation of assets for investment strategy in regard to client risk... More than 30 days ago
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Compliance Officer Team Lead Arvo - Claremont Ensure regulatory compliance for clients across multiple jurisdictions (South Africa, UK, Brazil, US), specifically in finance and structuring. Oversee corporate governance processes, including company... More than 30 days ago
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Aftersales Consultant / Service Advisor (Motor Industry) Hedz recruitment solutions - CapeTown Excellent interpersonal skills and customer service skills. Min requirements R15 000- R20 000 Basic + Provident Fund + Incentives Monthly 6 days ago
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Advisor Liaison Consultant - Retail Investments Rory Mackie & Associates - Cape Town Always be supportive in offering assistance to the brokers/broker assistants and able to train their assistants Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants Manage... More than 30 days ago
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Quality Control Administrator - Retail Investments Rory Mackie & Associates - Cape Town Liaise with Client Service and Advisor Liaison Consultants to resolve all instructions if and when required Financial Services experience specifically within Asset Management, Retirement Funds and Unit... More than 30 days ago
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Bookkeeper The Legends Agency - CapeTown Maintain accurate and up-to-date financial records for a portfolio of UK-based clients Track workflows and deadlines using Karbon (or similar project management tools) 3+ years of experience in a bookkeeping... 13 days ago
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Outbound Telesales Consultant Callforce Direct - Cape Town Actively initiate contact with dormant accounts to reconnect and discuss their past experiences with the company. Partner with colleagues in sales, marketing, and technical support to align strategies... More than 30 days ago
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Investment Analyst Communicate Recruitment - Cape Town Apply quantitative and qualitative risk rating methodologies across investment portfolios. Engage with external credit market participants, counterparties, and clients . Prepare and present credit/investment... More than 30 days ago
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Service Advisor (Motor Industry ) Hedz recruitment solutions - CapeTown Excellent interpersonal skills and customer service skills. Min requirements R15 000- R20 000 Basic + Provident Fund + Incentives Monthly More than 30 days ago
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PORTFOLIO ADMINISTRATOR HR Genie - Bellville Perform general duties to include, but not limited to, copying, mailing and filing of organizational documents and records; Assist advisors with model portfolio switches, mandates and general administration... 20 days ago
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