Join a listed Asset Management business. Service a network of Independent Financial Advisors via the telephone and email. Liaise with internal and external vendors or service providers to ensure the highest level of client service. The company is a Linked Investment Service Provider (LISP) ad the ro
experienced Client liaison officer to join our dynamic team. Client & Outfitter Liaison Administering
experienced Client liaison officer to join our dynamic team. Client & Outfitter Liaison Administering
Responsible for various administrative duties. Primary focus on logging customer complaints and compliments on the internal SEC System and following up various team leaders on task escalations once calls are logged. Closing of the tasks once investigations are completed and sending out the relevant
clients telephonically and via email Scheduling appointments for clients to sign transfer documents nationally
Pretoria area. Managing diary, organising meetings, appointments and controlling meeting access Organising events Maintaining client relationship, liaison via email telephone etc. Liaison with service providers, instructions
Pretoria area. Managing diary, organising meetings, appointments and controlling meeting access Organising events Maintaining client relationship, liaison via email telephone etc. Liaison with service providers, instructions
various quotations from the providers Attend appointment with broker to offer products, assist with queries the policy once documentation has been submitted Liaison between the client and provider Monthly billing
various quotations from the providers Attend appointment with broker to offer products, assist with queries the policy once documentation has been submitted Liaison between the client and provider Monthly billing
various quotations from the providers Attend appointment with broker to offer products, assist with queries the policy once documentation has been submitted Liaison between the client and provide Monthly billing: