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
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
expenditure. 4. Customer Service: Maintains effective working relationships with customers (both internal
expenditure. 4. Customer Service: Maintains effective working relationships with customers (both internal
business. Answering the telephone and transferring of calls and message taking where needed. Weekly reporting
business. Answering the telephone and transferring of calls and message taking where needed. Weekly reporting
the protocols for development as requested by customers. The development of research projects. Project
form or manner. Customer Service: Maintains effective working relationships with customers (both internal
following production, productivity, quality, and customer-service standards; identifying work process improvements;
(35%) Maintenance Control (20%) Compliance (10%) Customer Service Management (10%) Staff Supervision (15%)