and foremost are responsible for the servicing of all our existing private clients that form part of the client book. The CRO provides first class service to all clients and as such maintain and increase the Company's clients for the Wealth Specialist. Attending to all existing client queries and requests 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
and foremost are responsible for the servicing of all our existing private clients that form part of the client book. The CRO provides first class service to all clients and as such maintain and increase the Company's clients for the Wealth Specialist. Attending to all existing client queries and requests 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
for the Wealth Specialist
services all existing clients of the Company that form part of an allocated team. Attending to all existing of service. Handling, maintenance and tracking of all leads received by the team Making and confirming the correct paperwork for all set appointments and all reviews. Checking of all deal packs and will applications
services all existing clients of the Company that form part of an allocated team. Attending to all existing of service. Handling, maintenance and tracking of all leads received by the team Making and confirming the correct paperwork for all set appointments and all reviews. Checking of all deal packs and will applications
potential clients for the Wealth Specialist Attending to all existing client queries and requests timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures Liaising with all clients allocated to the Wealth Specialist team as the correct paperwork for all set appointments and all reviews. Checking of all deal packs, cover schedules
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth will include but not be limited to: 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 the correct paperwork for all set appointments and all reviews Checking of all deal packs and will applications
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth will include but not be limited to: 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 the correct paperwork for all set appointments and all reviews Checking of all deal packs and will applications
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