Security, Management, Site Manager, Operations Manager, Community Security Manager Jobs in Durban North, Kwazulu Natal
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Partner Assistant
Catch Recruit
Durban North
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
share this job on whatsappAssistant Durban North
Catch RecruitDurban North
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
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