Adhere to the culture and principles of Treating Customer Fairly. Operations Collation of all clients related (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
Adhere to the culture and principles of Treating Customer Fairly. Operations Collation of all clients related (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
will manage the administration for the Field Service Engineers and liaise directly with customers. The selling prices for parts if required Follow up with customers on quotes sent and not yet accepted Technical & General Admin Receive breakdown reports from customer and log the call with the Technical Supervisor administrative function between Marcus Medical, Customers and Sub-Distributors Keep up to date with warranty payment is received from COD (Cash On Delivery) Customers, and PO (Purchase Order) received from Government
will manage the administration for the Field Service Engineers and liaise directly with customers. The selling prices for parts if required Follow up with customers on quotes sent and not yet accepted Technical & General Admin Receive breakdown reports from customer and log the call with the Technical Supervisor administrative function between Marcus Medical, Customers and Sub-Distributors Keep up to date with warranty payment is received from COD (Cash On Delivery) Customers, and PO (Purchase Order) received from Government