role is to provide relationship management service, active case management and broker visits via email, 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 problem-solving techniques • You have good time management skills • You are proactive and innovative • You
role is to provide relationship management service, active case management and broker visits via email, 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 problem-solving techniques • You have good time management skills • You are proactive and innovative • You
multitask and manage multiple priorities • You have a strong sense of ownership • You can manage your own
multitask and manage multiple priorities • You have a strong sense of ownership • You can manage your own
• Strong sense of ownership • Excellent time management skills • Pro-active and innovative • Ability
• Strong sense of ownership • Excellent time management skills • Pro-active and innovative • Ability