Planning. Knowledge of financial products and services offered by our company. Experience in preparing strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet insurance): Review customers risk coverage in conjunction with changes in customer circumstances and risk quotations. Remain up-to-date on products and services. Where there are team absences due to holidays/illness additional tasks and services to ensure the continued operations of team services. Process new account
Planning. Knowledge of financial products and services offered by our company. Experience in preparing strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet insurance): Review customers risk coverage in conjunction with changes in customer circumstances and risk quotations. Remain up-to-date on products and services. Where there are team absences due to holidays/illness additional tasks and services to ensure the continued operations of team services. Process new account
expenditure. 4. Customer Service: Maintains effective working relationships with customers (both internal external) towards rendering highest quality of services. Represent in meetings with relevant stakeholders
expenditure. 4. Customer Service: Maintains effective working relationships with customers (both internal external) towards rendering highest quality of services. Represent in meetings with relevant stakeholders
Reference: PE002427-RW-1 Our client in the Financial Services industry is currently looking to employ a Financial financial services industry required. Relevant tertiary education or courses. Financial Services Industry communications skills. High energy individual who is customer centric and relationship orientated. Methodical but not limited to: Client Services Implementation of the client services experience, as defined by the Adhere to the culture and principles of Treating Customer Fairly. Operations Collation of all clients related
Reference: PE002427-RW-1 Our client in the Financial Services industry is currently looking to employ a Financial financial services industry required. Relevant tertiary education or courses. Financial Services Industry communications skills. High energy individual who is customer centric and relationship orientated. Methodical but not limited to: Client Services Implementation of the client services experience, as defined by the Adhere to the culture and principles of Treating Customer Fairly. Operations Collation of all clients related
Reference: PE002404-RW-1 Our client in the Financial Services industry is currently looking to employ a Financial financial services industry required. Relevant tertiary education or courses. Financial Services Industry communications skills. High energy individual who is customer centric and relationship orientated. Methodical but not limited to: Client Services: Implementation of the client services experience, as defined by the Adhere to the culture and principles of Treating Customer Fairly. Operations: Collation of all clients related
Reference: PE002404-RW-1 Our client in the Financial Services industry is currently looking to employ a Financial financial services industry required. Relevant tertiary education or courses. Financial Services Industry communications skills. High energy individual who is customer centric and relationship orientated. Methodical but not limited to: Client Services: Implementation of the client services experience, as defined by the Adhere to the culture and principles of Treating Customer Fairly. Operations: Collation of all clients related
Reference: PE002436-JM-1 Our client in the Financial Services Industry based in Cape Town is currently looking the culture and principles of TCF – treating customers fairly. Comply with Group and Industry regulatory
Reference: PE002436-JM-1 Our client in the Financial Services Industry based in Cape Town is currently looking the culture and principles of TCF – treating customers fairly. Comply with Group and Industry regulatory