Investment Management - Direct Client Service Consultant
Employer via Adzuna
Cape Town Region, Western Cape Posted yesterday Closes 11 Nov
Type
Full-time
Pay
Not disclosed
Work setup
On site
Category
Finance & Accounting
About the job
Key Responsibilities Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts Communicate with clients on our clients product range in a courteous and professional manner via telephone, email, fax letter and direct walk-in clients Manage all work items including dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and…
This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it.
Location: Cape Town Region
This employer takes applications on their own site.
Read the full advert and apply on Adzuna