Relationship management with our top producing financial advisors Active case/pipeline management Provide customers with the organisation's services and product information when requested Processing administrative complaints and action taken Adhere to contact centre schedules and protocols Provide first time client contact
Relationship management with our top producing financial advisors Active case/pipeline management Provide customers with the organisation's services and product information when requested Processing administrative complaints and action taken Adhere to contact centre schedules and protocols Provide first time client contact
escalations, and surveys (internal and external) for product and process improvements. Maintain and enhance
escalations, and surveys (internal and external) for product and process improvements. Maintain and enhance