financial advisors Active case/pipeline management Provide first time resolution where appropriate, alternatively answer Meet with external parties (DD/IFA) when the need arises Assist with monthly close off co-ordination customer inquiries, service requests and complaints Providing customers with the organisation's services and Adhere to contact centre schedules and protocols Provide first time client contact resolution where possible centre and administration industry You must have experience dealing with clients/brokers/IFA's
financial advisors Active case/pipeline management Provide first time resolution where appropriate, alternatively answer Meet with external parties (DD/IFA) when the need arises Assist with monthly close off co-ordination customer inquiries, service requests and complaints Providing customers with the organisation's services and Adhere to contact centre schedules and protocols Provide first time client contact resolution where possible centre and administration industry You must have experience dealing with clients/brokers/IFA's