Facilitating the handover of clients to the company's Operations team, who support the clients through their journey
services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations: Collation of all clients related information fees due to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants brochures, client folders etc. to the Partnership Operations Manager timeously to avoid running out of stock
Responsibilities, but not limited to: 1. Warehousing Operations: Oversees and ensures successful weekly cycle
Responsibilities, but not limited to: 1. Warehousing Operations: Oversees and ensures successful weekly cycle