Minimum 1 year of experience in customer service/account management Microsoft Office experience CRM system
important. Benefits Free Adviser Academy Learning Programme which will qualify you to operate as a Personal months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial Adviser successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser
important. Benefits Free Adviser Academy Learning Programme which will qualify you to operate as a Personal months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial Adviser successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser
The Client Accounts Department is a dynamic and integral part of our organization, specializing in outbound responsibility is to engage with existing clients whose accounts are in default, assisting them in making payment payment arrangements and handling various account-related inquiries. We pride ourselves on delivering exceptional Other ad hoc calls and duties related to Client Accounts Have a 3-year Degree or Diploma. Previous experience
The Client Accounts Department is a dynamic and integral part of our organization, specializing in outbound responsibility is to engage with existing clients whose accounts are in default, assisting them in making payment payment arrangements and handling various account-related inquiries. We pride ourselves on delivering exceptional Other ad hoc calls and duties related to Client Accounts Have a 3-year Degree or Diploma. Previous experience
new lease agreements, including setting up Xero accounts, generating invoices, sending mandates, and ensuring interaction (15%): address incoming calls related to account queries with professionalism, escalate or transfer ensure all proof of payments are documented in Xero accounts Risk management (10%): proactively manage potential
analytics and reporting, workforce management, call accounting tools, and more. Answering Inbound calls, Handling
and efficient admin operation. Update customer account/details with necessary information when needed
and efficient admin operation. Update customer account/details with necessary information when needed