Job Description
About our client
Our client is an established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth.
About the role
To deliver exceptional support to a Wealth Manager, effectively managing deadline-driven tasks, with client-centricity and professionalism.
Note: This role is office based in the Southern Suburbs, Cape Town
Responsibilities:
Our client is an established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs, by offering a comprehensive range of services and expertise to manage and grow their wealth.
About the role
To deliver exceptional support to a Wealth Manager, effectively managing deadline-driven tasks, with client-centricity and professionalism.
Note: This role is office based in the Southern Suburbs, Cape Town
Responsibilities:
- Prepare and collate new client onboarding documentation
- Oversee the management and updating of client CRM profile
- Liaise with external and internal providers on client specific queries
- Resolve and manage admin related queries or issues with clients directly
- Manage ...