additions, switches, repurchases, static changes, broker changes, etc. This must be done accurately and meet all business rules (signatures, discretionary broker permissions and security checks)
Experience in a brokerage and or dealing with brokers with financial advisor experience. Experience in
Experience in a brokerage and or dealing with brokers with financial advisor experience. Experience in
the ability to accurately receive and interpret messages in the communication process. Negotiation skills
the ability to accurately receive and interpret messages in the communication process. Negotiation skills
members, potential members, employer organisations, brokers and service providers enquiring via written communication
members, potential members, employer organisations, brokers and service providers enquiring via written communication