reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow the formal (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 Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE
reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow the formal (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 Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE
a Technical / Servicing Administrator who will manage the administration for the Field Service Engineers allocated to the relevant SLA and that the correct product class is used when invoicing Invoice billable jobs and build strong relationships Efficient time-management Strong Communication Skills Monthly plus Basic
a Technical / Servicing Administrator who will manage the administration for the Field Service Engineers allocated to the relevant SLA and that the correct product class is used when invoicing Invoice billable jobs and build strong relationships Efficient time-management Strong Communication Skills Monthly plus Basic