training FAIS compliant (continuous professional development) Completed supervision for long-term insurance Assurance Implement the agreed solution for clients and manage underwriting and other onboarding requirements and the outcome of the appointment Maintain and develop client relationships Support and contribute to
training FAIS compliant (continuous professional development) Completed supervision for long-term insurance Assurance Implement the agreed solution for clients and manage underwriting and other onboarding requirements and the outcome of the appointment Maintain and develop client relationships Support and contribute to
insolvent FAIS compliant (continuous professional development) Completed supervision for long-term insurance Assurance Implement the agreed solution for clients and manage underwriting and other onboarding requirements and the outcome of the appointment Maintain and develop client relationships Support and contribute to
insolvent FAIS compliant (continuous professional development) Completed supervision for long-term insurance Assurance Implement the agreed solution for clients and manage underwriting and other onboarding requirements and the outcome of the appointment Maintain and develop client relationships Support and contribute to
commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
will secure Duties: You will manage the customer relationship (management of orders, contracts, disputes) batch number is allocated, consider FIFO basis. Manage end-to-end customer orders (registration, review contacts. Raise the dysfunctions that cannot be managed at its level or that could impact other suppliers
will secure Duties: You will manage the customer relationship (management of orders, contracts, disputes) batch number is allocated, consider FIFO basis. Manage end-to-end customer orders (registration, review contacts. Raise the dysfunctions that cannot be managed at its level or that could impact other suppliers
education and experience Reporting to the Workshop Manager, carrying out repairs, servicing and refurbishing automotive electrics Communicate with Workshop Manager / Foreman regarding completion of tasks Ensure
knowledge of Service Software (i.e. Sculi and Crane Management software). Prepare for jobs by checking parts