client base to drive business efficiency and productivity. Collaborate with clients to identify opportunities specific needs and objectives. Provide guidance and training to clients on the effective use of technology mitigate them. Provide input and insights to the product and service development teams based on client feedback
strong knowledge of investments, and can compare products, ROI, and fees. Can work independently. Strong Requirements: 3> years financial planning Discovery product accreditations Discovery Smart Advice and other with a panel of different Advisors -Discovery product knowledge required -Discovery system experience
strong knowledge of investments, and can compare products, ROI, and fees. Can work independently. Strong Requirements: 3> years financial planning Discovery product accreditations Discovery Smart Advice and other with a panel of different Advisors -Discovery product knowledge required -Discovery system experience
payroll on a separate system on Mirror M2 system - training provided. 5 Monthly updating of the Ufiling system
and Development: • Team Management: Supervise, train, and motivate a team of 50 accounts receivable professionals within the department, promoting teamwork and productivity. Process Enhancement: • Process Optimization:
issues. Attend and conduct team meetings/process training sessions. Remain aware and knowledgeable of any
verbally or in writing.