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
customers, either in-person, over the phone, or through electronic communication channels Assist customers with
on a complete understanding of the customer's personal and financial circumstances – and their goals Programme which will qualify you to operate as a Personal Financial Adviser Payment of a Living Allowance
on a complete understanding of the customer's personal and financial circumstances – and their goals Programme which will qualify you to operate as a Personal Financial Adviser Payment of a Living Allowance