Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional overseeing the administrative, operations and client services support to the Financial Planning Partner and office. Categories: Client Services Implementation of the client services experience, as defined by the the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial avoid running out of stock. Knowledge Financial Services Industry Understanding of FAIS and FICA legislation
Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional overseeing the administrative, operations and client services support to the Financial Planning Partner and office. Categories: Client Services Implementation of the client services experience, as defined by the the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial avoid running out of stock. Knowledge Financial Services Industry Understanding of FAIS and FICA legislation
financial planning process. Knowledge Financial Services Industry Understanding of FAIS and FICA legislation within the company. 4-5 years in the financial services industry. Relevant tertiary education or courses