... provide accurate information regarding service needs. Maintain regular communication ... questions or concerns. Service Management: Schedule service appointments and manage the ... and Upselling: Identify additional service opportunities and recommend products and ...
23 days ago
... website functionalities (Investment and risk service providers) Service provider products (Investment and ... with/remind the Wealth Manager/Advisor Handling of retirement claims, ... in consultation with Wealth Manager/Advisor General Administration: Ensure that ...
7 days ago
... is for a financial advisor managing an existing portfolio for ... the full range of services and products offered by ... high standards of client service and portfolio management. Collaborate ... address and resolve client service issues. General Administration Document ...
19 days ago
... compliance function in the financial services with working knowledge of investments ... building strong relationships with financial advisors. Providing clear and accessible ... provide monitoring feedback to financial advisors.; Conduct branch monitoring; Review ...
11 days ago
... using templates. Follow up with trucks to confirm accurate ETAs and ... the transport market. Excellent customer service skills. Strong planning, organisational, and ...
14 days ago