Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
requirements.
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
required, to ensure a high standard of client service is delivered at all times.
Key duties
legislation, accurately and in accordance with the Service Level Agreements.
Our client requires the service of a Managing Agent who will be responsible for providing support to Legal Entity / Association. Various secretarial services e.g. sending letters to residents or owners, copies rules, plans, insurance policies, etc. Meeting Services: Arranging trustee / management committee and rights, etc. Customer Service and Communication: Provide efficient and timely service Communicate professionally governing body / association, e.g. electricity, garden service, maintenance and repairs, UIF, Remuneration Commissioner
seamless contract execution, planning, and customer service. Your attention to detail, excellent communication customer service. Apply now and contribute to our mission of delivering top-quality services to our valued
at a professional services firm. Experience post-articles at a professional service firm will be an advantage
packages
ground in training or education
cel proficiency intermediate