Requirements:
matters Professional correspondence with clients and management Review financial statements of junior trainees
facilitating proactive resolution. Client Engagement Management: Manage client engagement calls and issue resolution. Experience in client engagement and relationship management is desirable. Driver's License
times and report directly to the Private Client and Trust Manager Key Duties and Responsibilities: Manage store/input and reference all client documentation within the document management system and administration
process Job Cards to invoices and send to clients monthly
responsible for ensuring our client support remains above our set standard while managing and processing client
process Job Cards to invoices and send to clients monthly Manage and prepare statements to be send to customers
acquiring new clients On-site audits Ensure sales targets and objectives are achieved Managing customer accounts accounts Ensure client payments are done on time. Working together with suppliers Accounts Managers General office
acquiring new clients On-site audits Ensure sales targets and objectives are achieved Managing customer accounts accounts Ensure client payments are done on time. Working together with suppliers Accounts Managers General office
Solutions for client organisations. The aim of these solutions will be to provide management with valuable support Liaise with clients: Internal: Board of Directors, Head of Data Solutions, Management Liaise with External