Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs investment and policy statements Update client information on Dynamics and Elite Scan client documents to of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial processes and best practices Good understanding of managing client data Good understanding of FAIS, FICA and
Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs investment and policy statements Update client information on Dynamics and Elite Scan client documents to of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial processes and best practices Good understanding of managing client data Good understanding of FAIS, FICA and
maintenance Matric/Grade 12 qualification Project Management/ Administrative qualification (advantage) 2-3
maintenance Matric/Grade 12 qualification Project Management/ Administrative qualification (advantage) 2-3
role, preferably within the automotive or fleet management industry Previous experience in a call center
role, preferably within the automotive or fleet management industry Previous experience in a call center