complaint and query handling and Customer case management. Building and maintaining relationships with
complaint and query handling and Customer case management. Building and maintaining relationships with
provide relationship management service, active case management and broker visits via email, telephone or in producing financial advisors • Active case/pipeline management • Provide first time resolution where
provide relationship management service, active case management and broker visits via email, telephone or in producing financial advisors • Active case/pipeline management • Provide first time resolution where
top producing financial advisors Active case/pipeline management Provide first time resolution where appropriate
top producing financial advisors Active case/pipeline management Provide first time resolution where appropriate