Join a listed Asset Management business. Service a network of Independent Financial Advisors via the telephone and email. Liaise with internal and external vendors or service providers to ensure the highest level of client service. The company is a Linked Investment Service Provider (LISP) ad the ro
based in Sandton is looking for a MEMBER SERVICES LIAISON/KEY ACCOUNT MANAGER to grow their membership base similar role is ESSENTIAL. 3 years experience as a liaison with SALES BACKGROUND. Proficiency in MS Office
also responsible for following up and closing appointments from our various qualified leads sources. This allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist team's daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist Company's CRM package. Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews. Checking of all deal packs
also responsible for following up and closing appointments from our various qualified leads sources. This allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist team's daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist Company's CRM package. Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews. Checking of all deal packs
create and carry out Programme of Works (PoW) Liaison link between internal and external stakeholders timelines Produce progress reports Manage and appoint subcontractors Identify risks and solutions Create
schedules are adhered to. Arrange meetings and appointments, prepare documents, update records, and make members of the management team as required. Act as a liaison between different departments and the COO. Matric/Grade
schedules are adhered to. Arrange meetings and appointments, prepare documents, update records, and make members of the management team as required. Act as a liaison between different departments and the COO. Matric/Grade
team's daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist CRM package, XPlan. Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews. Checking of all deal packs their appointment with the Employer, then they will have 6 years' from Date of First Appointment (DOFA) their appointment with the Employer, then they will have 2 years' from Date of First Appointment (DOFA)
team's daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist CRM package, XPlan. Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews. Checking of all deal packs their appointment with the Employer, then they will have 6 years' from Date of First Appointment (DOFA) their appointment with the Employer, then they will have 2 years' from Date of First Appointment (DOFA)
marketing plan for the centre Staff recruitment and appointment Employee performance management, training and Stakeholder relationship development and management Liaison officer for CfERI stakeholders Skills and Competencies