The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialist's team that they work for. They provide first class service to all clients and products and services on offer. Client Relationship Specialists conduct client reviews with clients in order (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised in this regard tracking of all leads received by the Wealth Specialist team such that these leads are contacted and
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialist's team that they work for. They provide first class service to all clients and products and services on offer. Client Relationship Specialists conduct client reviews with clients in order (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised in this regard tracking of all leads received by the Wealth Specialist team such that these leads are contacted and