ENVIRONMENT: Our client offers a comprehensive solution for wealth, asset management, and stockbroking services, collaborating with accountants to enhance their business growth. They are looking for a detail-driven, proactive individual to support their wealth managers and deliver worldclass client service. DUTIES: Assist with onboarding, investment proposals & client queries Manage CRM updates & documentation Ensure compliance with FSCA standards Maintain service excellence across all touchpoints REQUIREMENTS: Relevant bachelor’s degree Strong MS Office & MS Teams skills RE exam qualification (advantageous) #J-18808-Ljbffr
Operations Support (Kzn)
DATAFIN RECRUITMENT
sandton, sandton
Published 14 days ago
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