client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service and on track to complete their Certified Financial Planner® designation will be given preference. Additionally
needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service and on track to complete their Certified Financial Planner® designation will be given preference. Additionally
to continually develop professional Financial Planners who offer clients PEACE OF MIND, knowing that
to continually develop professional Financial Planners who offer clients PEACE OF MIND, knowing that
role is to add skills and capacity to the Clients Fashion team to better service key clients in form of solution
management, preferably in a high-end or luxury fashion environment.
escalated problems, enquiries and needs in a timely fashion Ensure and manage quality of delivered products
escalated problems, enquiries and needs in a timely fashion Ensure and manage quality of delivered products