Relationship management with our top producing financial advisors Active case/pipeline management Provide inquiries ensuring all parties are supplied with detailed feedback Responds to customer inquiries by understanding of complaints Answering/responding to inbound contact from customers professionally and responding to inbound client contacts to the appropriate resources when necessary Accurate recording details of comments taken Adhere to contact centre schedules and protocols Provide first time client contact resolution where
Relationship management with our top producing financial advisors Active case/pipeline management Provide inquiries ensuring all parties are supplied with detailed feedback Responds to customer inquiries by understanding of complaints Answering/responding to inbound contact from customers professionally and responding to inbound client contacts to the appropriate resources when necessary Accurate recording details of comments taken Adhere to contact centre schedules and protocols Provide first time client contact resolution where