(Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications Services Implementation of the client services experience, as defined by the Head of Operations. Take full 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
(Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications Services Implementation of the client services experience, as defined by the Head of Operations. Take full 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
opportunity awaits you. Requirements: 4-5 years' experience in the financial services industry. Relevant relevant. Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker
opportunity awaits you. Requirements: Minimum 2years' experience in a similar role / in a retail environment. Minimum requirement of a Matric 2 years' experience in a similar role / in a retail environment. Valid
opportunity awaits you. Requirements: Minimum 2years' experience in a similar role / in a retail environment. Minimum requirement of a Matric 2 years' experience in a similar role / in a retail environment. Valid