Investment adviser client services roles X4 (ACR), processing and ofinvestor, s rsquo IFA, self who enjoys - Cape Town, South Africa


Investment adviser client services roles X4 (ACR), processing and ofinvestor, s rsquo IFA, self who enjoys

  • Location: Cape Town, South Africa
  • Street Address:
  • Date Posted: Feb 05
  • Phone:
Company Name: ACR Position Type: Full-time MainPurpose the role: Thisposition within retail sales department in a leading Assetment andInvestment director. It is said that the successful candidate (s) to submit their reports to TeamCoordinator. This task requires the candidate to work actively within the team. Will Thecandidate be responsible for the accurate processing and ofinvestor timeous and instructions broker and all daily operations and procedures. Will also Thecandidate responsible for ensuring that all work incoming seento, and follows that any action until the waiting timeously to make sure that expiry caseis and stay in touch with s ’ IFA clients. willneed this person to be flexible, energetic, trustworthy, organized, self-discipline, and work in an environment team andenjoy. A person needs to ensure excellentclient delivered while uphold thevalues ​​standards and safety processing company.Keyareas all clienttransactions daily / received instructions through the ratifications of the client's instructions contained This andensuring be done accurately and in a timely manner to give that all the requirements are met FICA (where he received instructions , is pick up all the business contained in the relevant times before and requiredturnaround on customer inquiries, IFA ’ s and internalcustomers and responding to inquiries and timeously correct all errors in an accurate and timeous §; management outstanding issues as well as follow-ups client. §; to ensure workflow processing timeous daily Even as tomeet / exceed customer expectations and agents / brokers with superior levels of records of all interactions with clients / IFA ’ s Siebel §; advertising may be needed special duties from time to time a copy of the Biography time.Pleaseforward in the form of the word for annette @ AnnetteChapman TelNo: 021 685 – 9946Mobile: 072 98 55 195 Annette @, ZA Job Type: Kamilalratb time is: Tfaaudhaltalim: Experienceand business / trade or the current degree of knowledge of the industry Trust / Lisp unit computer literacy & ndash ; Word, Excel EmailKeyattributes, and time management problem-solving skills verbal and written communication. §; highest standards of personal and attention to work well under a focus on client §; self to work effectively as part of to accept responsibility for all the tasks done §; this task require a person is energetic, flexible, organized and disciplined trustworthy and self who enjoys working in teamenvironment.EXPERIENCE: My client, a leading asset management / company seeking to invest 4 consultant processes X with Lisp, confidence, experience and unity client Investor Services. Ref: 5260/357

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Investment adviser client services roles X4 ACR processing and ofinvestor s rsquo IFA self who enjoys
Investment adviser client services roles X4 (ACR), processing and ofinvestor, s rsquo IFA, self who enjoys

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