Investment Client Success SpecialistThe Recruitment Council • Cape Town, Western Cape, South Africa
Investment Client Success Specialist
The Recruitment Council • Cape Town, Western Cape, South Africa
1 day ago
Job description
A leading recruitment agency in Cape Town is seeking an Investment Client Service Officer to provide exceptional service to private clients. This role involves managing client information, supporting Wealth Specialists, and helping grow the business through follow-ups. The ideal candidate has a degree in finance or commerce and 3-5 years of experience in the financial services industry, particularly in investments. Strong communication and tech-savvy skills are essential.
#J-18808-Ljbffr
Create a job alert for this search
Investment Specialist • Cape Town, Western Cape, South Africa
Related jobs
We are seeking a proactive, detail-oriented .CRM and reporting processes run smoothly.This role is essential in supporting investor relations, enhancing customer experience, and ensuring the e...Show more
Crypto Investment Analyst (Remote).As a Crypto Investment Analyst at Token Metrics, you will play a crucial role in identifying and evaluating emerging cryptocurrencies and Web3 projects with the p...Show more
We are seeking a highly organised, detail-oriented, and proactive Client Success Manager to support the successful implementation of MasterStart’s corporate learning programmes.In this role, you wi...Show more
Client Relationship Coordinator â Finance / Investment Sector
Time Personnel • Newlands, South Africa
Fully bilingual in English and Afrikaans.Strong verbal and written communication skills.Confident, persuasive, and comfortable making outbound calls.
Ability to ask the right questions to qualify le...Show more
Last updated: 5 days ago • Promoted
Client Investment Tax Lead - Investment Platforms
The Legends Agency • Cape Town, South Africa
On-site, Claremont, Cape Town or Gauteng.Managing Director PAS and Head PCS.Works with the following operational areas to implement and drive continual data testing and cleaning initiatives and to ...Show more
Last updated: 30+ days ago • Promoted
Client Acquisition Specialist
The Legends Agency • Cape Town, South Africa
R17,500 R20 000 per month + Uncapped Commissions.Employer of Record (EOR) company, helping global businesses scale quickly and compliantly in South Africa.
Are you a persuasive communicator with a ...Show more
Last updated: 30+ days ago • Promoted
Lead Generator
HR Genie • Table View, South Africa
Researcher Corporate Meeting Development.Basic Salary : R12,000 R20,000 per month (based on experience).Computer & Internet Allowance : R1,000 per month.
Bonus : 2% on paid-up deals (meetings per...Show more
Last updated: 30+ days ago • Promoted
Financial Manager (Investments)
Profile Personnel • Stellenbosch, South Africa
We are seeking a highly skilled and strategic Financial Manager to lead the financial operations of a dynamic, fast-paced investment division.
This role offers an exciting opportunity to shape finan...Show more
Last updated: 21 days ago • Promoted
Financial Analyst
Network Recruitment • Stellenbosch, South Africa
Job Experience & Skills Required : .Degree in Finance, Accounting, or related field (BCom / BCom Honours or similar).Completed articles (SAIPA / SAICA / SAIBA) advantageous, but not required.Adva...Show more
Last updated: 3 days ago • Promoted
Client Investment Tax Lead
The Recruitment Council • claremont, Western Cape, South Africa
A leading financial services firm is seeking a highly analytical and detail-oriented Client Investment Tax Lead to drive data integrity, tax reporting accuracy, and compliance across multiple inves...Show more
Last updated: 30+ days ago • Promoted
Investment Specialist
Outsourced CFO • Bellville, ZA
Job title : Investment Specialist.Job Location : Western Cape, Bellville.We are recruiting on behalf of our client, for an Investment Specialist in the investment industry.Our client is an entrepre...Show more
Last updated: 18 days ago • Promoted
Business Analyst SLS SanlamConnect PG11 Bellville (Rerun)
Sanlam Group • Bellville, ZA
Job title : Business Analyst SLS SanlamConnect PG11 Bellville (Rerun).Job Location : Western Cape, Bellville.The core purpose of the role is : .
To ensure the smooth and effective running of relevant ...Show more
Last updated: 18 days ago • Promoted
Helpdesk Consultant
HR Genie • Bellville, South Africa
The purpose is to play a pivotal role in supporting and guiding our Members through their business journey for the Members to get a clear understanding of the business and the challenges / incentives...Show more
Last updated: 30+ days ago • Promoted
Sales Consulant
One Spark • Brackenfell, South Africa
Welcome to the frontline of protection.At Dis-Chem Life, we are doing it differently.We are putting Sales Consultants inside the busiest health and wellness stores in South Africa.We are looking fo...Show more
Last updated: 14 days ago • Promoted
Client Success Manager
Robert Ventures • Cape Town, Western Cape, ZA
Remote
Quick Apply
Last updated: 4 days ago
Investment Client Service Specialist
Rory Mackie & Associates • Cape Town, South Africa
Our client, a well-established hedge fund manager, with a long history of delivering excellent returns, is seeking a Client Service Specialist to join their team.
The ideal candidate would be friend...Show more
Last updated: 30+ days ago • Promoted
Crypto Investment Analyst (Remote)
Token Metrics • Cape Town, Other, South Africa, 7100
Remote
Last updated: 30+ days ago
Client Service Specialist - Investments(CH1179)
CapitalH • Durbanville, South Africa
Our client, a leading investment firm, is seeking a Client Service Representative in Tyger valley (Cape Town) to champion an exceptional end-to-end client experience.
You’ll deliver best-in-class se...Show more
Last updated: 24 days ago • Promoted
Client Liaison Administrator and Coordinator
Time Personnel • Blackheath, South Africa
Experience being one step ahead of all processes for projects.Excellent administration and time management skills.Computer literate and excellent attention to details with checking of figures.Stron...Show more
Last updated: 18 hours ago • Promoted • New!
Client Success Manager
MasterStart • Cape Town, WC, za
Quick Apply
Last updated: 1 day ago
Client Success Coordinator
Talent Sam • Cape Town, WC, ZA
The Client Success Coordinator is the engine that keeps our client relationships running at full speed.You’ll be the first line of communication for our clients - making sure meetings are tight, fo...Show more
Last updated: 30+ days ago