background – environment The post Monitoring Centre Associate appeared first on freerecruit.co.za .
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of existing clients, including reviews of their portfolios in terms of company policy Client portfolio portfolio reviews: – Research performance of client portfolios and prepare reviews in accordance with company company policy and standards – Conduct client reviews and ensure that review reports are submitted in accordance Servicing of existing clients: – Provide ongoing financial advice, in consultation with the relevant Wealth Wealth Planners, to clients regarding their portfolios in respect of risk, market trends, investment performance
communications with clients are professional, resulting in compliments. Ensure client investigation deadlines deadlines are met and consultant keeps the client continually in the loop. Provision of an efficient administration
Our client is looking for temporary office administrator to provide professional first line support to to clients and sales support and capture group new business policies. Requirements: ● Matric ● Recognized Experience in the Insurance Industry; ● 1 Year Client Services ● 1 years’ experience in data capturing
Managers Upsell and understand the client’s requirements Develop and grow client relationships Provide exceptional
Monthly bookkeeping, payroll clients and willing to travel to clients to do onsite work. Audit experience
with some admin support skills experience. The Client services the FMCG, Food Service & Bakery market
External Sales Representative: External Sales Client relations Cold calling for new business quote generation
Requirements mirror advertisement, duties may adjust for client needs. Fair process: Fair assessment, only shortlisted selected by the client are verified. False info may disqualify or end employment via the client. Offer clarity: