Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs to Dynamics and Elite Submit all new business applications Submit servicing requests such as top-up payments of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial processes and best practices Good understanding of managing client data Good understanding of FAIS, FICA and
Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs to Dynamics and Elite Submit all new business applications Submit servicing requests such as top-up payments of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial processes and best practices Good understanding of managing client data Good understanding of FAIS, FICA and