looking for a career in finance. You will need to be a team player, hardworking, with strong attention to detail will report directly into senior management. The core responsibility of this role is to maintain the day-to-day
regulatory standards. This role entails managing a team of clerks and analysts, refining costing and invoicing />
Client Relationship Specialist to join their growing team.
Key responsibilities:
and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and
reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures
regulatory standards. This role entails managing a team of clerks and analysts, refining costing and invoicing Key Responsibilities: Team Leadership and Development: Direct and develop a team comprised of Costing Invoicing Clerks and Commercial Analysts. Evaluate team structure and skills regularly, implementing strategies business objectives. Lead by example, providing mentorship and fostering a collaborative team atmosphere. Costing regulations. Work closely with sales and production teams to streamline invoicing processes and cut-off times
regulatory standards. This role entails managing a team of clerks and analysts, refining costing and invoicing Key Responsibilities: Team Leadership and Development: Direct and develop a team comprised of Costing Invoicing Clerks and Commercial Analysts. Evaluate team structure and skills regularly, implementing strategies business objectives. Lead by example, providing mentorship and fostering a collaborative team atmosphere. Costing regulations. Work closely with sales and production teams to streamline invoicing processes and cut-off times
existing clients. Contacting allocated qulaified leads and closing appointments with potential clients maintenance and tracking of all leads Liasion with all clients allocated to the team Making and confirming of
existing clients. Contacting allocated qulaified leads and closing appointments with potential clients maintenance and tracking of all leads Liasion with all clients allocated to the team Making and confirming of
Client Relationship Officer to join their growing team
Key responsibilities:
join their growing team Key responsibilities: Contacting allocated qualified leads and setting up and and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaising with all clients allocated to the Wealth Specialist team as per company's set guidelines Full and proper
clients of the companny that form part of the Wealth Team's allocated client book. The CRO provides first class and closing appointments from various qualified lead sources. This focus allows for Wealth Specialists acquire new business. Contacting allocated qualified leads and setting up and closing appointments with potential and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures. Liaison