Umhlanga is seeking to employ a Client Relationship Officer to join their growing team
Key
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our
PURPOSE OF THE JOB The project officer role is operationally focused to implement systems, processes project management advantageous • Proficiency in MS Office (Visio; Excel and Word) and financial ERP systems
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
Umhlanga is seeking to employ a Client Relationship Officer to join their growing team Key responsibilities:
Conveyancing & Debt Recovery knowledge MS Office Strong written & verbal communication skills
Conveyancing & Debt Recovery knowledge MS Office Strong written & verbal communication skills