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Pa Cpt - Cbd NEW
Ultra Personnel : Pharmaceutical, Insurance, Engineering
Cape Town City Centre
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
share this job on whatsappInsurance Pa - Half Day Role NEW
Ultra Personnel : Pharmaceutical, Insurance, EngineeringCape Town City Centre
(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
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