The Broker assistant is primarily responsible for performing after sales service offering to customers Responsibilities: • General administrative duties • Assist Broker with tasks • Prepare client files • Process • Available to assist clients 24/7 • Able to navigate and assist clients on CRM systems Minimum requirements:
The Broker assistant is primarily responsible for performing after sales service offering to customers Responsibilities: • General administrative duties • Assist Broker with tasks • Prepare client files • Process • Available to assist clients 24/7 • Able to navigate and assist clients on CRM systems Minimum requirements:
Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser Payment of a Living Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will receive Market
Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser Payment of a Living Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will receive Market
phone, or through electronic communication channels Assist customers with inquiries, concerns, and complaints