Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
accurately check and approve the onboarding of customers for all branches taking into consideration FICA procedures. To provide external customer services to Branches and Customers. Customer on Boarding To review and and approve customer opening documentation and capturing on COB Ensures that all information on COB matches To review and approve device linking To contact customer to conduct verification checks Administration
in the market where business can be developed. Customer Relationship Development Prospecting Develop and relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision makers and influencers within the customer organisation and to enable effective two-way flow flow of information and resolution of issues. Customer Needs Clarification Set clear objectives for each influencers within the customer organisation and gain agreement to a statement of customer requirements. Sell
in the market where business can be developed. Customer Relationship Development Prospecting Develop and relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision makers and influencers within the customer organisation and to enable effective two-way flow flow of information and resolution of issues. Customer Needs Clarification Set clear objectives for each influencers within the customer organisation and gain agreement to a statement of customer requirements. Sell
providing excellent customer service by focusing on the needs of individual customers directly or through of the team, promoting long-term customer relationships and customer loyalty. Essential Requirements: and cancellations directly from customers and prospective customers via email and telephone. Maintaining regular contact with customers. Proactively identifying and targeting prospective customers through outbound all times during communications with customers. Resolving customer issues quickly and efficiently. Liaise
providing excellent customer service by focusing on the needs of individual customers directly or through of the team, promoting long-term customer relationships and customer loyalty. Essential Requirements: and cancellations directly from customers and prospective customers via email and telephone. Maintaining regular contact with customers. Proactively identifying and targeting prospective customers through outbound all times during communications with customers. Resolving customer issues quickly and efficiently. Liaise
providing excellent customer service by focusing on the needs of individual customers directly or through
of the team, promoting long-term customer relationships and customer loyalty.
Essential
and cancellations directly from customers and prospective customers via email and telephone.
Maintaining
contact with customers.
Proactively identifying and targeting prospective customers through outbound
times during communications with customers.
Resolving customer issues quickly and efficiently.
you will be the first point of contact for our customers, providing support and resolving queries via multiple live chat. This role is essential for maintaining customer satisfaction and contributing to the overall success success of our operations. Responsibilities: Customer Interaction: Handle incoming queries and provide provide timely and accurate responses to customer inquiries through various communication channels. Problem Problem Resolution: Identify customer needs, clarify information, research issues, and provide solutions
you will be the first point of contact for our customers, providing support and resolving queries via multiple live chat. This role is essential for maintaining customer satisfaction and contributing to the overall success success of our operations. Responsibilities: Customer Interaction: Handle incoming queries and provide provide timely and accurate responses to customer inquiries through various communication channels. Problem Problem Resolution: Identify customer needs, clarify information, research issues, and provide solutions