Client Service Office
The core function of the successful candidate is to assist retails financial planners and sales consultants with daily administration in CIS and Retirement Fund products. Attend to incoming and outgoing calls professionally and resolve all queries efficiently for all the Mancos and the LISPs; Attend to client queries of a factual nature this may be a redemption, switch, transfer, lump sum additional investment, change of details, or change of debit order, balances, statements and adhoc queries etc. Ensure that clients are given the correct forms to complete and that they are assisted to...
20-05-2016 - jobs4jobs.com