and maintenance of wealth management products / strategies Assist Wealth Managers and Wealth Management
and maintenance of wealth management products / strategies Assist Wealth Managers and Wealth Management
Assisting terms of business with various Product Providers Assisting re-allocation of clients when a Private
Assisting terms of business with various Product Providers Assisting re-allocation of clients when a Private
inaccuracies and report on margins by product and division. Assist in the formulation of budgetary and
JOB DESCRIPTION Responsible for supervisory support, escalation/complaint handling and delivering results as per Service Level Agreement targets / timelines. Produce reports to gauge process performance and lead process meetings / calls. In addition to call service levels, customer satisfaction and
JOB DESCRIPTION Responsible for supervisory support, escalation/complaint handling and delivering results as per Service Level Agreement targets / timelines. Produce reports to gauge process performance and lead process meetings / calls. In addition to call service levels, customer satisfaction and