Consultant | Retail Operations (8464)

Job title : Consultant | Retail Operations (8464) Job Location : Western Cape, Cape Town Deadline : January 17, 2025 Quick Recommended Links Jobs by Location Job by industries Responsibilities Checking and accurately processing all incoming or pending instructions.
These include: New business transactions, e.g.
opening a new investment account Existing business transactions, e.g.
where a client adds or withdraws money or makes changes to their investment Providing clients and advisers with a superior level of client service through call and email communications, e.g.
responding on time and diligently to all requests from clients, advisers and internal business teams Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers Knowledge of various legislative requirements relating to investment products Supporting members of your team and the team leader, e.g.
assisting with technical queries, workflow and processes Job specification Relevant business degree and/or job-related experience Sound knowledge of the life insurance industry (including pension funds) and/or the unit trust industry would be an advantage Accounting / Financial Services  jobs