management firms and are known throughout the industry for their experience and strong track records
client enquiries, maintaining relations, managing records, attending consultations, developing financial recommendations contact with client enquiries Maintain client relations Record keeping of client data on relevant data necessary Attending to client consultations for new business and service-related needs Maintaining of existing Assistant, preferably in the financial services industry OR a B-Degree with at least two-or-more years preferably, but not limited to the financial services industry Must be computer literate on a basic to intermediate
client enquiries, maintaining relations, managing records, attending consultations, developing financial recommendations contact with client enquiries Maintain client relations Record keeping of client data on relevant data necessary Attending to client consultations for new business and service-related needs Maintaining of existing Assistant, preferably in the financial services industry OR a B-Degree with at least two-or-more years preferably, but not limited to the financial services industry Must be computer literate on a basic to intermediate
client enquiries, maintaining relations, managing records, attending consultations, developing financial recommendations contact with client enquiries Maintain client relations Record keeping of client data on relevant data necessary Attending to client consultations for new business and service-related needs Maintaining of existing Assistant, preferably in the financial services industry OR a B-Degree with at least two-or-more years preferably, but not limited to the financial services industry Must be computer literate on a basic to intermediate
client enquiries, maintaining relations, managing records, attending consultations, developing financial recommendations contact with client enquiries Maintain client relations Record keeping of client data on relevant data necessary Attending to client consultations for new business and service-related needs Maintaining of existing Assistant, preferably in the financial services industry OR a B-Degree with at least two-or-more years preferably, but not limited to the financial services industry Must be computer literate on a basic to intermediate
demands a forward-thinking mindset, adaptability to industry changes, and the ability to navigate the complexities process of issuing letters of demand and managing related exposures in a timely and efficient manner Collaborate ensure the legal integrity of financial processes related to letters of demand Innovative financial strategies: ensuring the company remains at the forefront of industry advancements Explore and implement innovative financial success HR functions: oversee HR functions related to finance, ensuring salary payments and other
demands a forward-thinking mindset, adaptability to industry changes, and the ability to navigate the complexities process of issuing letters of demand and managing related exposures in a timely and efficient manner Collaborate ensure the legal integrity of financial processes related to letters of demand Innovative financial strategies: ensuring the company remains at the forefront of industry advancements Explore and implement innovative financial success HR functions: oversee HR functions related to finance, ensuring salary payments and other
Customer interaction (15%): address incoming calls related to account queries with professionalism, escalate and values of the company Industry insight: deep understanding of industry dynamics and an aptitude for coupled with strategic thinking, to address customer-related challenges effectively Team collaboration: ability
deliver exceptional results and stay ahead of industry trends. What you'll do Agency & Client Collaboration: deliver measurable results for clients Stay ahead of industry trends and proactively identify opportunities need Bachelor's degree in Business, Marketing, or related field (or equivalent experience) Proven track record
deliver exceptional results and stay ahead of industry trends. What you'll do Agency & Client Collaboration: deliver measurable results for clients Stay ahead of industry trends and proactively identify opportunities need Bachelor's degree in Business, Marketing, or related field (or equivalent experience) Proven track record