Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth they work for. They provide first class service to all clients and as such increase the Company's market actively incentivised in this regard. Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth they work for. They provide first class service to all clients and as such increase the Company's market actively incentivised in this regard. Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as
LOA (Final Grant) and close the deal 1. Explain all the important figures, conditions and terminology
LOA (Final Grant) and close the deal 1. Explain all the important figures, conditions and terminology