in a managerial role - preferably in financial services (financial products (a) credit and b) insurance)
in a managerial role - preferably in financial services (financial products (a) credit and b) insurance)
correctly. Allocation of payments and Credit notes. Cleaning out discounts and rounding differences. Complete
correctly. Allocation of payments and Credit notes. Cleaning out discounts and rounding differences. Complete
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter clients’ products, processes, transactions, web services as well as general queries regarding their client’s advocates excellent client service and strives to be the number one service provider in industry. They manifestation of these initiatives within their service offering.
Responsibilities:
management to deliver the best offering of their service, as per their excellent reputation in the marketplace invoices and credit notes daily on Xero Invoicing for services completed in Cpt & Dbn for various jobs completed invoices and manage Excel log ensuring all closed services have been invoiced by month end. Manage debtors reconciliation for outstanding payments related to services completed for Cpt & Dbn Manage for Dbn & Manage the Cost of Sales report (monthly) for Services & Spares for all three branches Ensure all
management to deliver the best offering of their service, as per their excellent reputation in the marketplace invoices and credit notes daily on Xero Invoicing for services completed in Cpt & Dbn for various jobs completed invoices and manage Excel log ensuring all closed services have been invoiced by month end. Manage debtors reconciliation for outstanding payments related to services completed for Cpt & Dbn Manage for Dbn & Manage the Cost of Sales report (monthly) for Services & Spares for all three branches Ensure all
with other distribution or service channels
Core
continuous training and development
is a leading, award winning, global financial services company that provides quality financial advice globally and locally for excellence in client services and continue to work passionately towards implementing implementing client-centric solutions. This financial services institution brings together the investment expertise internationally recognised customer experience Ongoing servicing of client book Conduct regular meetings with key
credit notes daily on Xero