Conditions. Ensuring a full understanding of the regulatory/FICA requirements for the different products
Conditions. Ensuring a full understanding of the regulatory/FICA requirements for the different products
all customer interactions comply with legal and regulatory requirements. Identify potential risks and suggest
all customer interactions comply with legal and regulatory requirements. Identify potential risks and suggest
Perform customer verifications Set up new customer accounts Process orders, forms, applications and requests issues to the designated resource Manage customers' accounts Keep records of customer interactions and transactions PowerPoint Experience with Pastel or Sage or similar accounting program Knowledge of customer service principles
Perform customer verifications Set up new customer accounts Process orders, forms, applications and requests issues to the designated resource Manage customers' accounts Keep records of customer interactions and transactions PowerPoint Experience with Pastel or Sage or similar accounting program Knowledge of customer service principles
line with business objectives, standards, and regulatory requirements. The role of a customer support
line with business objectives, standards, and regulatory requirements. The role of a customer support
any further needs. h) Compliance Adhere to all regulatory requirements and company policies. Ensure all
any further needs. h) Compliance Adhere to all regulatory requirements and company policies. Ensure all