Jobs 1 to 2 of 2

Client Relationship Specialist - Wealth Management
Sandi Crowther Recruitment
Umhlanga
Attend to all existing client queries and requestsHandle, maintain, and track of all leads received by the Wealth SpecialistMaintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figuresLiaison with all clien...
Executiveplacements.com  4 days ago
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Customer Relationship Officer - Wealth Management
Sandi Crowther Recruitment
Umhlanga
Service existing clients, contact new leads and set up appointments for the Wealth Specialist.   Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews.  Check deal packs, cover schedules and wil...
Executiveplacements.com  4 days ago
Sponsored Job

Client Relationship Specialist - Wealth Management
Sandi Crowther Recruitment
Umhlanga
Attend to all existing client queries and requestsHandle, maintain, and track of all leads received by the Wealth SpecialistMaintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figuresLiaison with all clien...
Executiveplacements.com  4 days ago

Customer Relationship Officer - Wealth Management
Sandi Crowther Recruitment
Umhlanga
Service existing clients, contact new leads and set up appointments for the Wealth Specialist.   Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews.  Check deal packs, cover schedules and wil...
Executiveplacements.com  4 days ago