maintaining high standards of professionalism and customer service. Duties may also include querying accounts debtor files and documents, following up with legal advisors, etc. Desired Experience & Qualification Proven Ability to negotiate tactfully and effectively with customers at all levels Good organizational and critical
Company. To assist the director and financial advisors with the investment planning processes and services quality and efficient professional end-to-end customer services and related processes. Maintain and enhance various platforms. Process and execute financial advisor and client instructions whilst adhering to operational
functions. Liaison with professional and legal advisors, tax authorities etc. Able to travel if necessary
Company. To assist the director and financial advisors with the investment planning processes and services quality and efficient professional end-to-end customer services and related processes. Maintain and enhance various platforms. Process and execute financial advisor and client instructions whilst adhering to operational
Company. To assist the director and financial advisors with the investment planning processes and services quality and efficient professional end-to-end customer services and related processes. Maintain and enhance various platforms. Process and execute financial advisor and client instructions whilst adhering to operational
stakeholders responsible for the primary client and advisor interactions (claims consultants). Follow internal
Evaluate customer creditworthiness Monitor credit limits, Resolve customer queries Do regular customer visits Reconcile accounts Ensure accurate master data, Ensure customer files are updated and reviewed Prepare monthly
reconciliation Customer invoicing Capturing customer credit notes Aging of customers Minimum requirements:-
reconciliation Customer invoicing Capturing customer credit notes Aging of customers Minimum requirements:-
loss amount must be reported · All customers must have a customer class and area code on Syspro NEW ACCOUNTS: Credit Application is completed in full by the customer and ensure that the correct supporting documents against invoices and not left unapplied on the customer account from the ID Bank accounts · All month end payments are to be processed · Ensure all customer details are correct on Syspro · Address all special admin roles during Branch stock takes · Year-end customer statements to be printed and filed in a separate