Planning. Knowledge of financial products and services offered by our company. Experience in preparing strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet insurance): Review customers risk coverage in conjunction with changes in customer circumstances and risk quotations. Remain up-to-date on products and services. Where there are team absences due to holidays/illness additional tasks and services to ensure the continued operations of team services. Process new account
Planning. Knowledge of financial products and services offered by our company. Experience in preparing strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet insurance): Review customers risk coverage in conjunction with changes in customer circumstances and risk quotations. Remain up-to-date on products and services. Where there are team absences due to holidays/illness additional tasks and services to ensure the continued operations of team services. Process new account
business offers an extensive fully imported and custom-built product range that will satisfy any specific production standards, as well as after-sales parts and services available from their registered agents covering Reconciling bank statements. Prepare customer invoices. invoices Printing of customer age analysis and follow-up payments due and customer queries. Reconciling debtors where necessary and following-up on customer queries and supplier queries and differences. Sending out customer statements. Petty Cash - capture expenses and
escalation/complaint handling and delivering results as per Service Level Agreement targets / timelines. Produce reports meetings / calls. In addition to call service levels, customer satisfaction and accuracy and quality QUALIFICATIONS Should have thorough knowledge of end-to-end Service transaction processing • Deal with people in a support functions/departments in India to facilitate service delivery • Ability to work independently with minimal escalation/complaint handling and delivering results as per Service Level Agreement targets / timelines. Produce reports
escalation/complaint handling and delivering results as per Service Level Agreement targets / timelines. Produce reports meetings / calls. In addition to call service levels, customer satisfaction and accuracy and quality QUALIFICATIONS Should have thorough knowledge of end-to-end Service transaction processing • Deal with people in a support functions/departments in India to facilitate service delivery • Ability to work independently with minimal escalation/complaint handling and delivering results as per Service Level Agreement targets / timelines. Produce reports
transactional tax accounting
transactional tax accounting
transactional tax accounting
transactional tax accounting
contracts, compliance, immigration, medical legal services, and discovery. We strive to make a difference Description: Using telephone and email to contact customers to ensure payment of outstanding invoices are are made on time Maintaining contact with customers to ensure invoices are clear for payment Resolving internal requests from customer, copy invoices, reconciliations, copy credit notes. Distribution of customer statements levels Experience in calling customers Ability to handle difficult customers in a calm manner Excellent