SUMMARY:
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

POSITION INFO:
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
• Mana...