quality and efficient professional end-to-end customer services and related processes. Maintain and enhance legislation. This will include the checking of Client Care documents, suitability letters and business submissions submissions for final submission. Updating Client Care documents and business documents to required standards
quality and efficient professional end-to-end customer services and related processes. Maintain and enhance legislation. This will include the checking of Client Care documents, suitability letters and business submissions submissions for final submission. Updating Client Care documents and business documents to required standards
quality and efficient professional end-to-end customer services and related processes. Maintain and enhance legislation. This will include the checking of Client Care documents, suitability letters and business submissions submissions for final submission. Updating Client Care documents and business documents to required standards
Manage Daily Banking Issuing Credit notes Managing customer enquiries and account disputes Matric Certificate
Liaising with sales team to build ad-hoc reports for customers Attention to detail, confidentiality and reliability
small, innovative, independent firm that provides customized financial planning services to retirement funds
small, innovative, independent firm that provides customized financial planning services to retirement funds
recorded in the correct day book, suppliers ledger, customer ledger, and general ledger. Accounts Payable and
recorded in the correct day book, suppliers ledger, customer ledger, and general ledger.
Accounts