demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor advisor commands the respect and trust of those customers who are entrusting their and their families financial At a glance it is about championing our valued customers to achieve their lifetime goals by identifying appropriate financial advice, in line with the customer's resources and financial goals, to enable positive on demand financial service and advice to customers within your allocated customer markets. Providing
demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor advisor commands the respect and trust of those customers who are entrusting their and their families financial At a glance it is about championing our valued customers to achieve their lifetime goals by identifying appropriate financial advice, in line with the customer's resources and financial goals, to enable positive on demand financial service and advice to customers within your allocated customer markets. Providing
providing superior, timely, internal, and external customer service.
high-quality service delivery to customers. Maximising service sales and profitability by creating customer confidence
confidence in the Dealership by providing quality service.
Key Performance Areas:
technologies.
environment Shift planning Customer interaction Set the standard for customer service and resolve inquiries
planning
processes, ensure database integrity, and develop custom data models. Key Responsibilities: Data Analysis emerging database technologies. Custom Data Models : Develop custom data models to apply to data sets Active Directory Domain Services (Azure AD DS). Experience in Financial Services is beneficial. Be part
and upselling where possible.
reservations