external sales, technical, internal sales staff and shop assistants who face the customer as well as the
external sales, technical, internal sales staff and shop assistants who face the customer as well as the
to Instructions / Procedures as pertaining to his/her operation function as assigned and abide by all legal
Basic knowledge of networking concepts (e.g., IP addresses, DNS, DHCP). Responsibilities, but not limited
function to the Financial Planning Partner and his / her clients. Check Commission statements from CommPay diary system. (XPlan and Outlook integration). Address all technology issues experienced by the Financial
operations and develop and implement initiatives to address inefficiencies or deficiencies. Collaborate with
operations and develop and implement initiatives to address inefficiencies or deficiencies. Collaborate with
business and cross selling with existing clients. Address client inquiries and concerns promptly and professionally
business and cross selling with existing clients. Address client inquiries and concerns promptly and professionally
business and cross selling with existing clients. Address client inquiries and concerns promptly and professionally