Key Responsibilities:
Operator, you will be responsible for monitoring and managing a central hub of information to ensure the safety
Operator, you will be responsible for monitoring and managing a central hub of information to ensure the safety
Duties:
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
Pre-Auth Consultant to deliver cost-effective managed healthcare services primarily via email correspondence pre-authorisation requests. Provide cost-effective managed healthcare services primarily through email correspondence computer skills and knowledge of MS Word, MS Excel, MS Office, Outlook, and Internet applications. Demonstrate behaviour towards members. Adapt to change and management decisions to achieve common goals. Utilise problem-solving languages. Strong computer skills and proficiency in MS Office applications. Strong negotiation skills and ability
adjustment; following up to ensure resolution
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
qualification.
Updating client portfolios
Assist with planning and recommendation to clients on their portfilio
Portfolio construction
Liaise with clients
Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.
Ensuring accurate and