robust pipeline of prospective clients. Relationship Management: Cultivate and maintain strong relationships
is completed and submitted. 2. Customer Relationship Management: Complete service reports for clients that
capture of client demographic data on client relationship management system XPlan. Client financial data capture clients thus strengthening client relationships. Office Management Support the general office management
capture of client demographic data on client relationship management system XPlan. Client financial data capture clients thus strengthening client relationships. Office Management Support the general office management
adjust strategies accordingly. Customer Relationship Management: Build and maintain strong relationships
adjust strategies accordingly. Customer Relationship Management: Build and maintain strong relationships
support for Portfolio Managers and Client Relationship Managers: Align with the Financial Planning Partner
clients in a professional manner. Client relationship management. Handling of new application and quotations
clients in a professional manner. Client relationship management. Handling of new application and quotations
capture of client demographic data on client relationship management system XPlan. Client financial data capture clients thus strengthening client relationships. Office Management: Support the general office management