experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
This knowledge allows you to confidently answer customer questions and recommend suitable options. · Embrace products is contagious and fosters trust with customers. Share your knowledge and appreciation for the jewellery's beauty, craftsmanship, and symbolism. Customer Service and Sales Skills: · Active listening and building building rapport: Pay close attention to customer needs, preferences, and budget. Ask insightful questions jewellery piece. Highlight how it aligns with the customer's needs and aspirations. · Tailored recommendations
for at least one meeting per quarter) Respond to advisors/clients' queries and questions etc. Other admin-related management. Microsoft Office, with a specific requirement for strong Excel skills (v-lookups, formulas
for at least one meeting per quarter) Respond to advisors/clients' queries and questions etc. Other admin-related management. Microsoft Office, with a specific requirement for strong Excel skills (v-lookups, formulas
of specialised financial solutions and advisory services to businesses and high net worth individuals in West Group are licenced and authorised financial services providers. Merchant West lending products extend treasury solutions. - Manage and administer the customer relationship management (CRM) system to ensure system enhancements and customizations based on user feedback and business requirements - Monitor system performance Collaborate with internal stakeholders to gather requirements and create reports and dashboards within the
of specialised financial solutions and advisory services to businesses and high net worth individuals in West Group are licenced and authorised financial services providers. Merchant West lending products extend treasury solutions. - Manage and administer the customer relationship management (CRM) system to ensure system enhancements and customizations based on user feedback and business requirements - Monitor system performance Collaborate with internal stakeholders to gather requirements and create reports and dashboards within the
Officer will support the Compliance Team with all required tasks as it relates to the group's day-to day meet complex business demands and reporting requirements. Key Duties & Responsibilities Provide and the KYC Centre of Excellence; Maintain logs of customer information to ensure the efficiency of the KYC and Performs other compliance related duties as required. Qualifications, Experience & Skillset A Bachelor's compliance related experience gained in the financial services or investment industry Knowledge of the investment
Officer will support the Compliance Team with all required tasks as it relates to the group's day-to day meet complex business demands and reporting requirements. Key Duties & Responsibilities Provide and the KYC Centre of Excellence; Maintain logs of customer information to ensure the efficiency of the KYC and Performs other compliance related duties as required. Qualifications, Experience & Skillset A Bachelor's compliance related experience gained in the financial services or investment industry Knowledge of the investment
targeted marketing initiatives and effective use of customer data. Develop and execute a comprehensive member communications at scale. Analyze customer data to gain insights into customer behavior and preferences, informing implement innovative ways to engage and monetize the customer base. Collaborate with the Head of Brand and Communications consistency and alignment of messaging across all customer touchpoints. Evaluate and report on the success based on key triggers and milestones to enhance customer experience. Facilitate relationships between Loyalty