Umhlanga is seeking to employ a Client Relationship Officer to join their growing team Key responsibilities: Qualifications: 5 years experience in the industry Post Grad Diploma and Financial Planning or studying
Umhlanga is seeking to employ a Client Relationship Officer to join their growing team
Key
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing
successfully complete a recognized qualification. Post Grad Diploma in Financial Planning Completed RE5
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