service experience. - Always keeping our clients (FA, admin staff and Channel Partners) informed and in the support, promote and train our Advisers, their admin staff, and our Channel Partners towards digital
Monitor "no terms" accounts, follow up and report any non-compliance. Credit management and set collection
Monitor "no terms" accounts, follow up and report any non-compliance. Credit management and set collection
departmental procedures. Reporting and escalation of non-compliance to company policies. Communicate potential
the ability to articulate financial concepts to non-financial stakeholders.