• Receives customer date & updates the debtors on excel spreadsheet-contact customers when required required. • Send statements/other documents to customers. • Types documents using excel and word when required procedure. • Keep records on amounts owed by customers & paid. • Carry out routine bookkeeping duties
THE JOB To accurately check, verify and update customers on an ongoing basis in terms of regulations taking To provide excellent service to Branches and Customers. MAIN FUNCTIONS OF THE JOB Ongoing Due Diligence FICA documentation on existing customers dealings. To ensure customers details are accurate and up to
THE JOB To accurately check, verify and update customers on an ongoing basis in terms of regulations taking To provide excellent service to Branches and Customers. MAIN FUNCTIONS OF THE JOB Ongoing Due Diligence FICA documentation on existing customers dealings. To ensure customers details are accurate and up to
To accurately check, verify and update customers on an ongoing basis in terms of regulations taking To provide excellent service to Branches and Customers.
Ongoing
documentation on existing customers dealings.
financial forecasts, including retail site demand by customer.
for expansion and differentiation. Customer Focus: Promote a customer-centric approach across the organization organization. Build strong relationships with customers and partners, ensuring high-quality products and
timely invoicing to customers and associated timely collection of funds from customers • Creditor management: ensure client service levels are maintained • Customer / supplier on-boarding in line with company policy
timely invoicing to customers and associated timely collection of funds from customers • Creditor management: ensure client service levels are maintained • Customer / supplier on-boarding in line with company policy
software
This role
ensure the fund achieves its investment goals, customer service, business growth and client retention