Jobs: client services

Job Description:. Bookkeeping and preparation of Fund and Syndicate Accounts.. Generating regular reports for Fund Managers and Limited Partners, including but not limited to periodic financial statements (consistent with relevant accounting standards and regulations), Net Asset Value (NAV) statements, Capital Account Statements, reconciliation of cash and...

Job Description:. Bookkeeping and preparation of Fund and Syndicate Accounts.. Generating regular reports for Fund Managers and Limited Partners, including but not limited to periodic financial statements (consistent with relevant accounting standards and regulations), Net Asset Value (NAV) statements, Capital Account Statements, reconciliation of cash and...

Roles & ResponsibilitiesJob Description:· Bookkeeping and preparation of Fund and Syndicate Accounts.· Generating regular reports for Fund Managers and Limited Partners, including but not limited to periodic financial statements (consistent with relevant accounting standards and regulations), Net Asset Value (NAV) statements, Capital Account...

Please note that this is a Sales PositionCore ResponsibilitiesBe the first contact point for our existing clients.Meet personal and group sales targets.Provide quality customer service standards to achieve customer satisfaction.Develop and build strong client relationshipsHandle feedback, provide appropriate solutions and alternatives within the time limits,...

Roles & ResponsibilitiesPlease note that this is a Sales PositionCore ResponsibilitiesBe the first contact point for our existing clients. Meet personal and group sales targets. Provide quality customer service standards to achieve customer satisfaction. Develop and build strong client relationships Handle feedback, provide appropriate solutions and...

As a core member of our Client Services team, you will be working with some of the industry's most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon.RESPONSIBILITIESReporting to the Head of Client Services or equivalent, you will be responsible for:Develop a comprehensive understanding...

Our client is a strongly backed B2B SaaS platform that raised a Series B round of funding. They are expanding in the US and other global markets this year and are looking for a seasoned B2B SaaS Design professional to lead their global product design effortsThe RoleYou will be responsible for :Identifying and engaging potential customers in Midmarket and...

Role Responsibilities Primary point of contact for Portfolio of Premier Clients for professional advice, enquiries, complaints, resolving of discrepancies and transaction errors Provide the highest standard of client service in response to client enquiries and complaints, so as to create improved and lasting relationship with clients Responsible for...

Roles & ResponsibilitiesThe Right ProfileThe Client Service team serves as the voice behind Syfe’s brand. As the first line of service and support for our clients, our Client Service Analyst work closely with internal stakeholders to ensure an optimised client experience at each touch point.You will be responsible for providing world-class customer...

The Right ProfileThe Client Service team serves as the voice behind Syfe's brand. As the first line of service and support for our clients, our Client Service Analyst work closely with internal stakeholders to ensure an optimised client experience at each touch point.You will be responsible for providing world-class customer service, solutions and support to...

The Right Profile The Client Service team serves as the voice behind Syfe's brand. As the first line of service and support for our clients, our Client Service Analyst work closely with internal stakeholders to ensure an optimised client experience at each touch point. You will be responsible for providing world-class customer service, solutions and support...

The Right ProfileThe Client Service team serves as the voice behind Syfe's brand. As the first line of service and support for our clients, our Client Service Analyst work closely with internal stakeholders to ensure an optimised client experience at each touch point.You will be responsible for providing world-class customer service, solutions and support to...

About UsSyfe is a digital investment platform with a mission to empower people to grow their money confidently, and choose the future they want to live. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary portfolios, cash management solutions and a...

Roles & ResponsibilitiesDuties and ResponsibilitiesReporting to the Advisors and Head of Client Services, this executive will support our Relationship Managers (RMs) in portfolio management, trade execution, liquidity management and client services & operation support. His/her responsibilities include (but not limited to):· Helping to process...

Duties and ResponsibilitiesReporting to the Advisors and Head of Client Services, this executive will support our Relationship Managers (RMs) in portfolio management, trade execution, liquidity management and client services & operation support. His/her responsibilities include (but not limited to):. Helping to process onboarding requests which includes...

Liaise with the despatch team to ensure the smooth collection / delivery of specimens and documents from destination to destination.Process reports and bills.Troubleshooting problems that arise with assistance and guidance from the lab client service representative or client service supervisor / assistant manager.Attend to patients / Clients at...

This position is responsible for managing the sales and customer service to all contracted clients. These activities include all facets of servicing the client, including audit scheduling, contract and program adjustments, cross-selling opportunities and general relationship management responsibilities.What You Will Do:Manage in meeting scheduling KPI's for...

This position is responsible for managing the sales and customer service to all contracted clients. These activities include all facets of servicing the client, including audit scheduling, contract and program adjustments, cross-selling opportunities and general relationship management responsibilities. What You Will Do: Manage in meeting scheduling KPI's...

About SyfeSyfe is a digital investment platform with a mission to empower people to build their wealth for a better future. Faced with information overload and competing priorities, people with the desire to improve their wealth and financial future lack the time, patience and know-how to put their money to work. Current solutions fail to solve the friction...

ResponsiblitiesManaging client's requests via different channels and address the queries such as trading related, account access, applications etc promptlyHandle client's complaints, feedbacks professionallyMentor and guide team members on job and ensure continous improvements in services and processWork closely with internal business stakeholders eg. Sales,...