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:
(CRO) first and foremost are responsible for the servicing of all our existing private clients that form allocated client book. The CRO provides first class service to all clients and as such maintain and increase and meeting their needs with the products and services we offer. The CRO is also responsible for following professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads working knowledge of investment and fiduciary services in the marketplace. Rapid learning ability to
(CRO) first and foremost are responsible for the servicing of all our existing private clients that form allocated client book. The CRO provides first class service to all clients and as such maintain and increase and meeting their needs with the products and services we offer. The CRO is also responsible for following professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads working knowledge of investment and fiduciary services in the marketplace. Rapid learning ability to
the member firm of Deloitte Touche Tohmatsu, and services are provided by Deloitte & Touche and its professional services firms, providing audit, tax, consulting, and financial advisory services through nearly
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle Commerce
Client Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated Finance/Commerce 3-5 years experience in Financial services, with exposure to Invetsments, Sales, Analysis
Client Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated Finance/Commerce 3-5 years experience in Financial services, with exposure to Invetsments, Sales, Analysis
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