Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive
and requests received from Clients. Assisting with data manipulation, database changes and database design Understanding and implementation of security and data protection. Analysing documentation and providing