enthusiastic individual to join their team as a Group Financial Accountant As a Financial Accountant,
Credits
client servicing. Checking that the Record of Advice (ROA) and
excellent analytical skills, and a passion for client service, we want to hear from you Team Collaboration: Work Management: Serve as the primary point of contact for a group of clients, addressing inquiries, providing financial and organizational skills. Exceptional client service skills, with a proven ability to build and maintain
applications are
completed correctly) servicing and any other requirements;
new business and/or client servicing;
the client;
This property group requires your BCom Accounting Degree, plus completed articles and 2-3 years finance
ose of the Job
guest service culture and image
queries and providing information for sales and service issues Identify new potential brokers and opportunities experience in the short term insurance financial services industry Experience in maintaining and growing understanding of the market, customers, products and services available
queries and providing information for sales and service issues Identify new potential brokers and opportunities experience in the short term insurance financial services industry Experience in maintaining and growing understanding of the market, customers, products and services available
system (CDS). Ensure quality of calls in line with service level agreements (SLA's).