existing client queries and requests timeously Handling, maintenance and tracking of all leads Liasion
existing client queries and requests timeously Handling, maintenance and tracking of all leads Liasion
from clients, establishing payment plans, and handling non-routine and complex situations, whilst maintaining
set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit
thereby offering the highest levels of service. Handling, maintenance and tracking of all leads received Company's and the FSB's guidelines as well as handling termination and complaints in a compliant manner
thereby offering the highest levels of service. Handling, maintenance and tracking of all leads received Company's and the FSB's guidelines as well as handling termination and complaints in a compliant manner
all existing client queries and requests
company policies and statutory requirements.
offering the highest levels of service.
thereby offering the highest levels of service. Handling, maintenance and tracking of all leads received