interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in direct payments from clients for professional services) Query management - with product providers on Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on Knowledge Knowledge and understanding of the Financial Services Industry including basic product knowledge and
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in direct payments from clients for professional services) Query management - with product providers on Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on Knowledge Knowledge and understanding of the Financial Services Industry including basic product knowledge and
client's key contacts Development and roll-out of service delivery processes High level account management Growing existing accounts and increasing scope of service Additional ad-hoc tasks that may be required to
client is looking for a financial accountant to assist their clients in unlocking and maximising the value
inquiries promptly, providing excellent customer service. Collaborate with the sales and marketing teams
inquiries promptly, providing excellent customer service. Collaborate with the sales and marketing teams