Search Results: 2 vacancies
R 180,000 - 300,000 pa
...Strong critical-thinking and problem-solving abilities.
Competencies:
Handling of adviser queries.
Keeping the CRM accurate and up to date.
Building and maintaining adviser relationships from a service perspective.
Tracking, monitoring and...
The Recruitment Council
Kloof, Durban
a month ago
...Complete forms and liaise with clients for signing docs
Request any FICA, KYC information from clients
Load clients onto the CRM system
Complete onboarding pack
Submit various instructions/workflows
Frequently track and monitor all instructions: New business...
