Ninety-One (previously Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund (externally, internally)
(externally, internally)
managing the front desk inquiries, incoming phone calls, photocopying, and other front desk general administrative administrative duties. Answering and directing calls professionally to the respective department /area or
etiquette (externally, internally) Filter and transfer calls Taking and communicating messages – MS Teams Personal with) ±25% of client files currently Calling and receiving client calls Keeping records on CRM & shared
etiquette (externally, internally) Filter and transfer calls Taking and communicating messages – MS Teams Personal with) ±25% of client files currently Calling and receiving client calls Keeping records on CRM & shared
and new employees etc.).
customer databases, and documentation. Handle incoming calls and direct them to the appropriate team members
customer databases, and documentation. Handle incoming calls and direct them to the appropriate team members