appointments and meetings are scheduled efficiently. Technology Proficiency: Utilize Google Suite, Microsoft independently. Confidentiality: Handle sensitive information with discretion and maintain strict confidentiality appointments and meetings are scheduled efficiently. Technology Proficiency: Utilize Google Suite, Microsoft independently. Confidentiality: Handle sensitive information with discretion and maintain strict confidentiality
Approach, Business knowledge, Industry awareness, Information seeking, Innovation, Decision making, Managing and tools, Using financial Information, Working with Computer Technology, Working with Data/Numbers. handle topical events or issues and disseminate information to employees. · Monitor compliance training for satisfactory conclusions for all parties. · Review information contained in reports and use as a tool to identify
Approach, Business knowledge, Industry awareness, Information seeking, Innovation, Decision making, Managing and tools, Using financial Information, Working with Computer Technology, Working with Data/Numbers. handle topical events or issues and disseminate information to employees. · Monitor compliance training for satisfactory conclusions for all parties. · Review information contained in reports and use as a tool to identify
your CV and other personal information, you are consenting to the information being used for the specific (should you be successful). Please note that your information will be processed for recruitment purposes only and privacy legislation. We confirm that such information will not be used for any other purpose without not successful, we retain your CV and other information provided for a period of 6 months after which destroyed in a secure manner. If you object to your information being used in accordance with the aforementioned
responsible for gathering and documenting customer information, payment methods, purchases, and reactions to responsible for keeping up to date on all products and informing customers of new products.
responsible for gathering and documenting customer information, payment methods, purchases, and reactions to responsible for keeping up to date on all products and informing customers of new products.
on industry trends, best practices, and new technologies relevant to their role. Strong collaboration on operational performance, using data to make informed decisions. Analyze data to identify trends and
key data Customer Service Take down customer information in order to process order Complete fields such into computer Inform customer of prices and collect payment Ensure payment information is accurate – reflecting in the bank Process order and distribute Inform customer of expected delivery date Follow up on control Order more merchandise to replenish inventory Inform customers if item is out of stock or discontinued
key data Customer Service Take down customer information in order to process order Complete fields such into computer Inform customer of prices and collect payment Ensure payment information is accurate – reflecting in the bank Process order and distribute Inform customer of expected delivery date Follow up on control Order more merchandise to replenish inventory Inform customers if item is out of stock or discontinued
Services, preferably in Wealth Management
Good technology skills and awareness, solid working experience