Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional overseeing the administrative, operations and client services support to the Financial Planning Partner and office. Categories: • Client Services Implementation of the client services experience, as defined by the the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial Ensuring Xplan Policy Schedules are up to date and accurate. Data capture of client demographic data on client
Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional overseeing the administrative, operations and client services support to the Financial Planning Partner and office. Categories: • Client Services Implementation of the client services experience, as defined by the the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial Ensuring Xplan Policy Schedules are up to date and accurate. Data capture of client demographic data on client
skills
assist with queries. ● Ensure that invoicing is accurate and meets deadlines. ● Resolve all internal and
A leading financial services company in the Southern Suburbs is searching for a Project Manager to join progress and other reports to provide timely and accurate project information and status updates to all QA environments • Experience in the Financial Services Industry • Must be competent in workshop facilitation
with executing the day-to-day office activities accurately and timeously according to the Standard Operating learn. Proven teamworking skills. Professional and service-oriented demeanor. Valid driver's license and own
with executing the day-to-day office activities accurately and timeously according to the Standard Operating learn. Proven teamworking skills. Professional and service-oriented demeanor. Valid driver's license and own
extracting bank statements ensuring bank recons are accurate and timeous Cashflow management and forecasting fund managers, custodians and brokers as required Accurate loading of daily and cashflow unit prices Submission
extracting bank statements ensuring bank recons are accurate and timeous
with Client Towers and Clients Adhere to Client Service Management procedures and protocol, and to Project projections, invoicing, query resolution Ensure accurate time management of project resources Handle hardware