The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide first class service to all clients and as such increase and meeting their needs with the products and services on offer. Client Relationship Specialists conduct professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide first class service to all clients and as such increase and meeting their needs with the products and services on offer. Client Relationship Specialists conduct professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews