Assistant Financial Advisor Introduction One of our clients is a Boutique Risk and Asset Management firm
applicable experience (years) Any prior experience or internships involving C# development would be a plus, but
applicable experience (years) Any prior experience or internships involving Power BI development Requirements (essential)
Coordination (75%) · Assist with ATRs and update relevant tracking sheets. · Assist with SimplifyHR to
Coordination (75%) · Assist with ATRs and update relevant tracking sheets. · Assist with SimplifyHR to
customer satisfaction and ensure customers are assisted remotely via video calls, voice calls, emails Experts ensure that prospective customer callers are assisted with the information they require/desire and process Customer Support 30% • Answer any inbound calls and assist as far as possible. • Maintain a high first contact assigned CRM tasks for support calls customers. • Assist with outbound calling tasks as and when required/requested
customer satisfaction and ensure customers are assisted remotely via video calls, voice calls, emails Experts ensure that prospective customer callers are assisted with the information they require/desire and process Customer Support 30% • Answer any inbound calls and assist as far as possible. • Maintain a high first contact assigned CRM tasks for support calls customers. • Assist with outbound calling tasks as and when required/requested
of the Hearing Aid company, theclient will be assisted remotely via video and voice calls, with the Hearing accurate. New Business Generation (sales) 20% ● Assist clients with questions about hearing loss and hearing
of the Hearing Aid company, theclient will be assisted remotely via video and voice calls, with the Hearing accurate. New Business Generation (sales) 20% ● Assist clients with questions about hearing loss and hearing