(CRO) first and foremost are responsible for the servicing of all our existing private clients that form allocated client book. The CRO provides first class service to all clients and as such maintain and increase and meeting their needs with the products and services we offer. The CRO is also responsible for following professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads working knowledge of investment and fiduciary services in the marketplace. Rapid learning ability to
(CRO) first and foremost are responsible for the servicing of all our existing private clients that form allocated client book. The CRO provides first class service to all clients and as such maintain and increase and meeting their needs with the products and services we offer. The CRO is also responsible for following professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads working knowledge of investment and fiduciary services in the marketplace. Rapid learning ability to
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated and meeting their needs with the products and services offered. Client Relationship Specialists conduct professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Representative giving advice and providing an intermediary service. If the Employee has not been on an FSP license
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated and meeting their needs with the products and services offered. Client Relationship Specialists conduct professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Representative giving advice and providing an intermediary service. If the Employee has not been on an FSP license