DUTIES: Switchboard duties - Answer and direct client calls. Take messages and relay them to the appropriate bank statements via various channels Follow-up calls to clients where the business is waiting for the
thinking abilities DUTIES: Answer and direct client calls Take messages and relay them to the appropriate bank statements via various channels Follow-up calls to clients where the business is waiting for the
DUTIES: Switchboard duties - Answer and direct client calls. Take messages and relay them to the appropriate bank statements via various channels Follow-up calls to clients where the business is waiting for the
thinking abilities DUTIES: Answer and direct client calls Take messages and relay them to the appropriate bank statements via various channels Follow-up calls to clients where the business is waiting for the
the ongoing Client relationship in-line with the sale and service offering, to achieve the desired retention each segment. Conduct any prospect follow-up phone calls to obtain further information on planner's request
the ongoing Client relationship in-line with the sale and service offering, to achieve the desired retention each segment. Conduct any prospect follow-up phone calls to obtain further information on planner's request
structuring Experience in auditing, banking and/or sales and marketing will be advantageous Microsoft Office
structuring Experience in auditing, banking and/or sales and marketing will be advantageous Driver's license
Developing reports on aged debt accounts and days sales outstanding (DSO). Monitoring slow-moving accounts
Developing reports on aged debt accounts and days sales outstanding (DSO). Monitoring slow-moving accounts