The Broker assistant is primarily responsible for performing after sales service offering to customers Responsibilities: • General administrative duties • Assist Broker with tasks • Prepare client files • Process all products • Available to assist clients 24/7 • Able to navigate and assist clients on CRM systems Minimum
The Broker assistant is primarily responsible for performing after sales service offering to customers Responsibilities: • General administrative duties • Assist Broker with tasks • Prepare client files • Process all products • Available to assist clients 24/7 • Able to navigate and assist clients on CRM systems Minimum
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them. At a glance it is about cham
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them. At a glance it is about cham