Relationship management with our top producing financial advisors Active case/pipeline management Provide external parties (DD/IFA) when the need arises Assist with monthly close off co-ordination (which may may require after hours and weekend work) Assist with service recovery and client apologies, also help
Relationship management with our top producing financial advisors Active case/pipeline management Provide external parties (DD/IFA) when the need arises Assist with monthly close off co-ordination (which may may require after hours and weekend work) Assist with service recovery and client apologies, also help