checking (QC) of instructions to ensure all requirements are met for said instructions to be processed and within agreed upon turnaround times. These instructions include CDD and RR for legal entities and individuals check (QC) instructions accurately within agreed upon turnaround times These instructions include the service and broker consultants to resolve all instructions if and when required Ensuring forms are completed
checking (QC) of instructions to ensure all requirements are met for said instructions to be processed and within agreed upon turnaround times. These instructions include CDD and RR for legal entities and individuals check (QC) instructions accurately within agreed upon turnaround times These instructions include the service and broker consultants to resolve all instructions if and when required Ensuring forms are completed
queries and escalations timeously using systems designed for these
evaluating, and responding to enquiries and instructions via various servicing channels within a fast responsible for accurately processing client instructions (not yet performed digitally by the Adviser) telephone calls, emails, digital portal and manual instruction processing. You may be given a primary role in all times. - Capture and process valid client instructions accurately, the first-time round, within set processing instructions or tasks allocated or made available to you – be it client instructions, transactional
evaluating, and responding to enquiries and instructions via various servicing channels within a fast responsible for accurately processing client instructions (not yet performed digitally by the Adviser) telephone calls, emails, digital portal and manual instruction processing. You may be given a primary role in all times. - Capture and process valid client instructions accurately, the first-time round, within set processing instructions or tasks allocated or made available to you – be it client instructions, transactional
creditor's records for auditing by organising instructions, correspondence, and reconciliations relating
as dependents according to set criteria, for instructions for payments
the Credit Supervisor Processing 'stop supply' instructions on Syspro when there is customer non-payment non-payment, ensuring that all necessary instructions and authorizations are obtained Whenever possible, liaising account problems before implementing 'stop supply' instructions Advising customers when their account has been
responses to client queries Prepare payment instructions to facilitate payments that are timeous and development and smooth activations Reconcile instructions, eligibility, and entitlements and rectify exceptions
as dependents according to set criteria, for instructions for payments Review the calculation against and validate the content Initiate the payment instruction