Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional overseeing the administrative, operations and client services support to the Financial Planning Partner and office. Categories: Client Services Implementation of the client services experience, as defined by the the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate
Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional overseeing the administrative, operations and client services support to the Financial Planning Partner and office. Categories: Client Services Implementation of the client services experience, as defined by the the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate