Updating client portfolios
Assist with planning and recommendation to clients on their portfilio
Portfolio construction
Liaise with clients
Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.
Ensuring accurate and
Diligent and ambitious
Experience in managing various departments and staff members Original
Advanced computer literacy (MS Office) Managing the complaint management and unauthorised transaction dispute dispute teams Prioritising of client complaints Managing of complaints end-to-end Direct communication (telephonic after resolving a complaint The post Complaints Manager appeared first on freerecruit.co.za .
etc)
requirements:
premises. Reporting to the Regional and General Manager.
Minimum Requirements:
registered and accredited
rendered
Description:
As the Customer Service Manager at Carrol Boyes, you will play a vital role in
Customer complaints management
Manage the customer support team in resolving enhance customer satisfaction.
industries. Job Description Your duties will encompass: Managing Team Schedule. Coordinate all aspects of service Proficiency in Microsoft Office and service management software. Experience from Engineering, Construction
years of experience managing hunting lodges
Strong leadership and management skills, with the ability
description PORTFOLIO MANAGER JOB DESCRIPTION PURPOSE OF THE ROLE: The Portfolio Manager [PM] for Solver Property responsible for the effective and professional management of all Community Schemes [CLIENT] within his/her of the CLIENT per the management agreement between the CLIENT and SPS. Manage the relationship with the required laws and other governing the Property Management environment. Report on any financial challenges the specific rules applicable to the successful management and upholding of the required standards within