energy individual who is customer centric and relationship orientated. Methodical, accurate and have meticulous capture of client demographic data on client relationship management system XPlan. Client financial data contact for clients thus strengthening client relationships. Office Management Support the general office
energy individual who is customer centric and relationship orientated. Methodical, accurate and have meticulous capture of client demographic data on client relationship management system XPlan. Client financial data contact for clients thus strengthening client relationships. Office Management Support the general office
Operational support for Portfolio Managers and Client Relationship Managers: Align with the Financial Planning
Operational support for Portfolio Managers and Client Relationship Managers: Align with the Financial Planning