The Client Relationship Specialist role services all existing clients of the Company that form part of professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads appointments, as well as ensuring they have the correct paperwork for all set appointments and all reviews applications to ensure that they are completed correctly and in full then submitted to the Regional Administration Representative giving advice and providing an intermediary service. Has been licensed for the following subcategories
The Client Relationship Specialist role services all existing clients of the Company that form part of professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads appointments, as well as ensuring they have the correct paperwork for all set appointments and all reviews applications to ensure that they are completed correctly and in full then submitted to the Regional Administration Representative giving advice and providing an intermediary service. Has been licensed for the following subcategories
insurer and ensuring monthly premium are calculated correctly. M I N I MUM RE Q U I REMENT S : • Degree/Diploma Experience in financial, administrative, and clerical services. • 2 years minimum experience in similar role
insurer and ensuring monthly premium are calculated correctly. M I N I MUM RE Q U I REMENT S : • Degree/Diploma Experience in financial, administrative, and clerical services. • 2 years minimum experience in similar role
Client Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated Finance/Commerce 3-5 years experience in Financial services, with exposure to Invetsments, Sales, Analysis
Client Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated Finance/Commerce 3-5 years experience in Financial services, with exposure to Invetsments, Sales, Analysis
statements and management accounts Provide quality service to internal customers and liaise with other stakeholders