within the Business field. Customer Relationship Management experience essential. Sales experience essential Supporting prospective clients through the company's application process. Bringing the clients on-board and building two weeks of applying, please consider your application unsuccessful. Monthly
Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical always expected and required. Time management: ability to manage time and tasks to ensure deadlines are the lodgment rules. Submission of new business application(s), together with supporting documentation to (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to