Key Responsibilities: Client Support: Schedule and coordinate appointments for the Financial Advisor with clients.... Office Support: Handle phone calls, emails, and other forms of communication for the Financial Advisor. Organize...
Location: Mitchell's Plain, Cape Town, South Africa
| Salary: unspecified | Posted: 09 Feb 2025
Job Description Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to p...
Location: Stellenbosch, Western Cape, South Africa
| Salary: unspecified | Posted: 09 Feb 2025
branch without being helped, and assist these customers on alternatives (e.g., book a ticket or Digital Channels) Provide... great customer service to external clients entering the branch to get assistance with banking or financial needs Contribute...
, call resolution, quality assurance of service and calls, and compliance. FAIS Fit and Proper Requirements Applicable... As Per the FAIS Act Product Specific Training once Onboarded Class Of Business Training Continuous Professional Development...
Location: Port Elizabeth, Eastern Cape, South Africa
| Salary: unspecified | Posted: 09 Feb 2025
Qualifications (Ideal or Preferred) FAIS accredited as Key Individual and approved by FSCA Knowledge Minimum: Customer... environment. Financial Advisory and Intermediary Services Act (FAIS), the Financial Intelligence Centre Act (FICA) Ideal...
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