Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
accurate records of production activities, inventory levels, and personnel Ensure all documentation complies
accurate records of production activities, inventory levels, and personnel Ensure all documentation complies
communication strategy with Trustees/ExCom/Owners/other Personnel Communication with all role players (Contract
communication strategy with Trustees/ExCom/Owners/other Personnel Communication with all role players (Contract
details, and recording interactions and sales activities. Ensure data integrity and accuracy. Assist in with customers by providing exceptional customer service. Follow up with customers to ensure satisfaction
details, and recording interactions and sales activities. Ensure data integrity and accuracy. Assist in with customers by providing exceptional customer service. Follow up with customers to ensure satisfaction
management and execution and lead promotional activities for events Liaise and negotiate with all external
creation of menus Supervise and coordinate the activities of kitchen staff Provide guidance, training,