The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated qulaified leads and closing appointments with potential clients Attending to all existing client queries and requests timeously Handling, maintenance and tracking of all leads Liasion with
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated qulaified leads and closing appointments with potential clients Attending to all existing client queries and requests timeously Handling, maintenance and tracking of all leads Liasion with
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing private clients of the companny that form part of the Wealth Team's allocated client book. The CRO provides first class service to clients and as such maintains and increases the Company's market
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing private clients of the companny that form part of the Wealth Team's allocated client book. The CRO provides first class service to clients and as such maintains and increases the Company's market
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
levels of service at all time to our customers.
Unique Personnel boasts over 50 years (established in 1970) of personnel and staffing experience, so it's not surprising that even though our main focus has been providing on South African Staffing Solutions, we now recruit internationally for over 5000 clients REPORTING TO THE CUSTOMER LIAISON SUPE
To accurately check and approve the onboarding of customers for all branches taking into consideration FICA and on-boarding requirements as required by the Bank's documented policies and procedures. To provide external customer services to Branches and Customers. Customer on Boarding To review and a
highest levels of service at all time to our customers. Office management: Internal admin tasks, assistance
Call on new and existing customers. Must be billingual Organised MS Office experience MS Office Sales