(CRO) first and foremost are responsible for the servicing of all our existing private clients that form allocated client book. The CRO provides first class service to all clients and as such maintain and increase and meeting their needs with the products and services we offer. The CRO is also responsible for following professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews
(CRO) first and foremost are responsible for the servicing of all our existing private clients that form allocated client book. The CRO provides first class service to all clients and as such maintain and increase and meeting their needs with the products and services we offer. The CRO is also responsible for following professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with and meeting their needs with the products and services offered. Client Relationship Specialists conduct professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with and meeting their needs with the products and services offered. Client Relationship Specialists conduct professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews