feedback and recommendations to HR •Develop and secure commitment to member engagement and education plans member base by creating new opportunities and relationships •Be involved in new business development and
requests within given timeframes. Set-up and monitor new clients and client transitions across custodians including checking/instructing fund subscriptions, security book overs and margin calls. Liaise with investment platforms and contribute to the optimisation of a new SQL data framework including validation of data points
timeframes.
stock and managing the process Maintain a high security and proper control of company assets Requirements
policy specific enquiries; Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects books; Undertaking to adjust premiums in line with new asset values; Managing client expectation on expected
policy specific enquiries; Dealing with issuance of new policies/ policy maintenance/ renewal / agri aspects books; Undertaking to adjust premiums in line with new asset values; Managing client expectation on expected
enjoy it) You will be responsible for processing new business and general administration tasks. It includes
enjoy it) You will be responsible for processing new business and general administration tasks. It includes
expectations. Self-development and keeping abreast of new developments within the industry. Maintain a good
expectations. Self-development and keeping abreast of new developments within the industry. Maintain a good