Adhere to the culture and principles of Treating Customer Fairly. Operations Collation of all clients related (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to capture of client demographic data on client relationship management system XPlan. Client financial data capture communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
Adhere to the culture and principles of Treating Customer Fairly. Operations Collation of all clients related (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to capture of client demographic data on client relationship management system XPlan. Client financial data capture communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health