closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance issues; Centre of Excellence; Maintain logs of customer information to ensure the efficiency of the KYC process; Skillset A Bachelor's degree in Finance, Economics, Commerce, Law or other relevant business study from a
closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance issues; Centre of Excellence; Maintain logs of customer information to ensure the efficiency of the KYC process; Skillset A Bachelor's degree in Finance, Economics, Commerce, Law or other relevant business study from a
experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience
experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience
transfer data to and from the CRM system - Stay informed about industry best practices and new CRM technologies make recommendations for system improvements - Bachelor's degree (Advantageous) - 2 years of experience
transfer data to and from the CRM system - Stay informed about industry best practices and new CRM technologies make recommendations for system improvements - Bachelor's degree (Advantageous) - 2 years of experience
uirements:
affecting the finances Requirements: Must have a Bachelor's degree in Accounting with Post Graduate Diploma
affecting the finances Requirements: Must have a Bachelor's degree in Accounting with Post Graduate Diploma
Maintain accurate patient records: Ensure patient information is accurate, up-to-date, and handled confidentially privacy and adhere to HIPAA regulations. · Stay informed about clinic policies and procedures: Familiarize helpful information and resources: Provide patients with brochures, pamphlets, or website information relevant