in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation updating spreadsheets and word documents; Processing of new business - pre-populate documentation, check all Follow-up all client transactions, implementation of new business etc; Drawing statements from service providers any other compliance requirements Scan to file all new business documents in client folder. General office
in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation updating spreadsheets and word documents; Processing of new business - pre-populate documentation, check all Follow-up all client transactions, implementation of new business etc; Drawing statements from service providers any other compliance requirements Scan to file all new business documents in client folder. General office
preparing data and uploading on to the system for new customers
Closing Date: 28 February 2024
preparing data and uploading on to the system for new customers
Closing Date: 15 March 2024
month
Job Purpose:
To assist new and existing customers with integrations and migrations
month
Job Purpose:
To assist new and existing customers with integrations and migrations
preparing data and uploading on to the system for new customers
Closing Date: 30 April 2024
Purpose:
Migration specialists assist new and existing customers with complex integrations
discrepancies and facilitate resolutions, creating new stock codes when necessary. • Offer guidance and
Screening
Assisting in the screening of new clients
Run regular screening against a known