The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated team that they work for. They provide first class service to all clients and as such increase the Company's and meeting their needs with the products and services on offer. 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 team that they work for. They provide first class service to all clients and as such increase the Company's and meeting their needs with the products and services on offer. 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
that is tailor made and accompanied by amazing service. A. Source potential clients 1. Using proactive taken to process their application 3. Apply the correct credit criteria when assessing the file 4. Drafting
that is tailor made and accompanied by amazing service. A. Source potential clients 1. Using proactive taken to process their application 3. Apply the correct credit criteria when assessing the file 4. Drafting