investments, and providing financial advisory services. You will also be expected to build and maintain client relationships and ensure exceptional customer service. · Source clients through networking and referral with clients through excellent ongoing client services · Give objective professional advice based on
investments, and providing financial advisory services. You will also be expected to build and maintain client relationships and ensure exceptional customer service. · Source clients through networking and referral with clients through excellent ongoing client services · Give objective professional advice based on
for expansion and differentiation. Customer Focus: Promote a customer-centric approach across the organization relationships with customers and partners, ensuring high-quality products and services that meet their needs
rates, and outstanding debts.Customer and Client Interaction:
of a team • Ability to positively address customer service concerns • Ability to exercise good judgment judgment and make sound decisions regarding customer inquiries • Language – Ability to read, write, and speak
and administrative software and templates Customer services Timeously responding to all queries/complaints queries/complaints Entrenching good rapport with customers Minimum: Completed national diploma with financial accounting
Accountant in managing Debtors book: Sending out of customer statements at the beginning of the month Ensuring Ensuring all documents are provided to customers on a timely basis to allow timely payment of outstanding outstanding amounts due Following up with Customers mid-month to establish whether all documentation has been received Following up on overdue customer accounts Generating invoices and send it out to the customer Follow up on and and resolving customer queries relating to invoices and pod's Maintains historical records by filing documents
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
in training program (articles) and any ad hoc consulting requirements by clients. Prospective partner