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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
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
Upsell and understand the client’s requirements Develop and grow client relationships Provide exceptional service
products around the world. You will build good relationships with customers, understand their needs, and new customers and maintain existing customer relationships. Understand customer needs and provide solutions
accordance to job cards (work orders) issued, as per Client and Company requirements Conduct investigations Objective Setting Teamwork & Partnering Relationship Building Interactive Reasoning The post Handyman
customer engagement. Relationship Management: Build and maintain strong relationships with retail store
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
and primary owner of cultivating the customer relationship. – Selling and engaging customers in new and
Monthly bookkeeping, payroll clients and willing to travel to clients to do onsite work. Audit experience