The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialist's team that they work for. They provide first class service to all clients and products and services on offer. Client Relationship Specialists conduct client reviews with clients in order (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised in this regard tracking of all leads received by the Wealth Specialist team such that these leads are contacted and
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialist's team that they work for. They provide first class service to all clients and products and services on offer. Client Relationship Specialists conduct client reviews with clients in order (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised in this regard tracking of all leads received by the Wealth Specialist team such that these leads are contacted and
qualified lead sources. This focus allows for Wealth Specialists to be in front of clients, so they can sign and appointments with potential clients for the Wealth Specialist. Attending to all existing client queries and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team as per the Company's set guidelines. Full
qualified lead sources. This focus allows for Wealth Specialists to be in front of clients, so they can sign and appointments with potential clients for the Wealth Specialist. Attending to all existing client queries and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team as per the Company's set guidelines. Full