– ensuring all required paperwork is properly signed off by the client. Ensuring that all deal files off at the offices and all documents are kept in client files. Ensuring that all deal files are submitted submitted to finance dept containing all requisite paperwork prior to commission cut off dates. Obtaining good
– ensuring all required paperwork is properly signed off by the client. Ensuring that all deal files off at the offices and all documents are kept in client files. Ensuring that all deal files are submitted submitted to finance dept containing all requisite paperwork prior to commission cut off dates. Obtaining good
shortfalls in member experience across all touchpoints, for all kinds of customer interactions, transactions pre and post retirement • Design and implement all onboarding processes and procedures of new members have the tools to do their jobs • Timeously resolve all escalated complaints ensuring these are closed against measures • Stakeholder management • Engage with all members and key stakeholder to understand their requirements environment. • Pension fund experience advantageous All suitably qualified candidates are encouraged to apply
communication, in English and Afrikaans, at all levels will enable you to:
People & Pr Conduct Authority (FSCA), by keeping up to date with all changes in the regulatory framework;
and recording all client communications and interactions on the CRM system Ensuring all tasks and activities to client needs and company objectives Ensuring all client personal and financial information is securely
and recording all client communications and interactions on the CRM system Ensuring all tasks and activities to client needs and company objectives Ensuring all client personal and financial information is securely
ensuring team adherence to standards and meeting of all deadlines. Plans and prepares bids to support strategy
ensuring team adherence to standards and meeting of all deadlines. Plans and prepares bids to support strategy
shows and conferences, including arrangements and all actions required. 11. Prepare welcome files for new
shows and conferences, including arrangements and all actions required. 11. Prepare welcome files for new