customers as per the agreed calling schedule. Makes telephone calls to existing and prospective customers to
customers as per the agreed calling schedule. Makes telephone calls to existing and prospective customers to
on-board and building a portfolio of clients. Facilitating the handover of clients to the company's Operations
intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes experienced by the Financial Planning Partner and facilitate the solution - liaison with the IT support desk
handle general inquiries. Coordinate and schedule appointments, meetings, and depositions Conduct legal research
handle general inquiries. Coordinate and schedule appointments, meetings, and depositions Conduct legal research
accomplishments and exceptional performance. Organize and facilitate team meetings. Performance management and conduct
instructions and undertake changes to provide clarity to facilitate ease of manufacture. Participate in batch card
instructions and undertake changes to provide clarity to facilitate ease of manufacture. Participate in batch card
accomplishments and exceptional performance. Organize and facilitate team meetings. Performance management and conduct