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Partner Assistant
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Durban North
supports the Financial Planning Partner(s) in providing the required levels of client services to our the client services experience, as defined by the Head of Operations. Take full responsibility for the between Financial Planner Partner and product providers (PPs). Equipped to follow the formal complaint are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance support function client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are
share this job on whatsappAssistant Durban North
Catch RecruitDurban North
supports the Financial Planning Partner(s) in providing the required levels of client services to our the client services experience, as defined by the Head of Operations. Take full responsibility for the between Financial Planner Partner and product providers (PPs). Equipped to follow the formal complaint are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance support function client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are
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