Search Results: 2 vacancies
...service and maintenance support function to the Financial Planner and his / her clients
Check Commission Statements from CommPay (internal commission module linked to CRM) and PPs.
Manage commission suspense accounts aligned to compliant new business lodgment...
Ultra Personnel
Kloof, Durban
20 days ago
...support role is essential.
Responsibilities:
Communication and Client Intimacy:
Follow up on various instructions with internal and external stakeholders
Phone client to request documents and schedule meetings either via email or WhatsApp
Attend to client...
