Actions Client Service Advisor (Retail Unit Trust / LISP), within the financial, leader in asset, investor and the - Cape Town, South Africa


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Actions Client Service Advisor (Retail Unit Trust / LISP), within the financial, leader in asset, investor and the

  • Location: Cape Town, South Africa
  • Street Address:
  • Date Posted: Apr 26
  • Phone:
Company Name: SET Recruitment - Cape Town Location Type: full-time basic requirements: computer literacy medium – and Word, Excel is required, Business / Commerce related EmailA or current experience relevant. Time management is excellent and problem-solving skills.Excellent verbal communication and written level skillsHigh of accuracy and attention to detailposition TYPE: time Kamilalmertbth market: Alratbaltalim: Key processing all transactions client daily / instructions received via the recent experience before, knowledge and unity Industry Trust / LISP or strong experience in the service environment clients within the financial performance of the ratifications of the client's instructions received, and to ensure that this is done accurately and in a timely manner within a given responding to inquiries from customers, IFA ’ s and internal customers and responding to inquiries and timeously to ensure processing timeous workflow daily so as to meet / exceed customer expectations and will ensure the delivery of excellent customer while adhering to the values ​​and standards and the integrity of the company. EXPERIENCE: A market leader in asset management and operational employment for Customer Service Advisor for their unit trusts Retail / Lisp Business. This role works as part of a team, you will be responsible for handling the minutes of the investor and the broker instructions and all the daily processes and procedures. Ref: 6967/79

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Actions Client Service Advisor Retail Unit Trust LISP within the financial leader in asset investor and the
Actions Client Service Advisor (Retail Unit Trust / LISP), within the financial, leader in asset, investor and the

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