Track and action tax status changes to client accounts. Monitor and action tax reclaims Coordinate the proceeds received against payments to ensure suspense account balances back to zero. Validate reconciliations Pre-publication market engagements, On request assist with research and provide inputs to Manager to complexity and impact on client holdings/positions. Assist, support and verify work performed by CA1 where consolidated client instructions / accounts reconcile at nominee account level with CSD confirmation. Reporting
Track and action tax status changes to client accounts. Monitor and action tax reclaims Coordinate the proceeds received against payments to ensure suspense account balances back to zero. Validate reconciliations Pre-publication market engagements, On request assist with research and provide inputs to Manager to complexity and impact on client holdings/positions. Assist, support and verify work performed by CA1 where consolidated client instructions / accounts reconcile at nominee account level with CSD confirmation. Reporting
customers at the store. Accountable for sales and meeting sales targets Accountable for cash and stock Provide
customers at the store. Accountable for sales and meeting sales targets Accountable for cash and stock Provide
develop new customers through planned individual account support Process internal sales orders Min 3 years
develop new customers through planned individual account support Process internal sales orders Min 3 years
maintenance/ renewal / agri aspects of policies; Assisting to resolve all insurance queries within required underwriting criteria and regional requirements; Assist with profiling the client with the best suitable needs in terms of the correct cover and product; Assisting in implementing solutions for improvement; and during busy periods or absence of key resources, assisting where required. Matric / Grade 12 MUST have NQF4
maintenance/ renewal / agri aspects of policies; Assisting to resolve all insurance queries within required underwriting criteria and regional requirements; Assist with profiling the client with the best suitable needs in terms of the correct cover and product; Assisting in implementing solutions for improvement; and during busy periods or absence of key resources, assisting where required. Matric / Grade 12 MUST have NQF4
customers to inform them of the RMA offering and to assist them with process of moving their business over
customers to inform them of the RMA offering and to assist them with process of moving their business over