(Creditors, Debtors, Sales Functions) Reconcile any discrepancies or errors identified Adhere to company's company's financial policies and procedures Opening of clients' accounts with third parties Cashbook Assisting
worked Opening new staff files, drawing up contracts, issuing of payslips Manage registrations of any new
worked Opening new staff files, drawing up contracts, issuing of payslips Manage registrations of any new
- credit card or cash
- Manage new claims - open and prepare files
- Submit medical assistance
be available during times of emergencies and for any other reason for telephonic check-ins.
Clear
opportunities. Establish customer enquiry through effective open and probing questions. Reassure clients we can help Ensure customers are kept informed on the progress of any disputes. Close logs only on receipt of minimum update
switches). Assist, and where necessary oversee, opening of new client accounts, support with phasing of of various investment accounts and help implement any changes required to client accounts, trading accounts investment houses to give effect to instructions to: open accounts, switch investments, close accounts, obtain
Social activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary emotional needs of the potential client by asking open ended questions and then actively listening to their the file Drafting motivations and explanations of any abnormalities for better understanding 4. Explain
Social activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary emotional needs of the potential client by asking open ended questions and then actively listening to their the file Drafting motivations and explanations of any abnormalities for better understanding 4. Explain
in-compliance support where needed (e.g. line opening, line closing) Process Knowledge : The PP has to capable and in control, will lead or coordinate any changes (change controls, transfers, etc) and will audit findings Responsible for performing line-openings and in process checks according to legislative
in-compliance support where needed (e.g. line opening, line closing) Process Knowledge : The PP has to capable and in control, will lead or coordinate any changes (change controls, transfers, etc) and will audit findings Responsible for performing line-openings and in process checks according to legislative