... wealth advisory business offering their services to a host of industries, looking ... & Expenditure Statements and relay to Advisor Identify areas for planning (Investment ... information/comparisons for analysis by Advisor Review current and future allocation ...
a day ago
... ) activities and ensure a well-organized, service-oriented work environment. One would ... describe you as a highly organized, service-orientated, diligent and professional individual ... parking arrangements. Manage the cleaning service. Check daily that all areas ...
19 days ago
... in a call center or client service environment RE5 and / or Wealth ... well under pressure Strong client service focus Relationship management skills Adaptable ... DUTIES: Service delivery and liaison with clients ...
21 days ago
... qualification Experience in the financial services industry (advantageous) Strong understanding of ... departments such as sales, customer service, and admin to support integrated ...
22 days ago