positive relationships with customers. Project management skills, including planning, organization and objectives around the company vision. Quality and Risk Management: Ensure high standards of quality in all operational
Check Commission statements from CommPay and PPs. Manage commission suspense accounts aligned to compliant Financial Planning Par • Operational support for Portfolio Managers and CRM Assistants align with the PCS CRMs tasks. • IT and Systems Preparation of client portfolios using Astute and / or product provider information client demographic data on client relationship management system Xplan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
Check Commission statements from CommPay and PPs. Manage commission suspense accounts aligned to compliant Financial Planning Par • Operational support for Portfolio Managers and CRM Assistants align with the PCS CRMs tasks. • IT and Systems Preparation of client portfolios using Astute and / or product provider information client demographic data on client relationship management system Xplan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
compliance requirements of specific regions • Managing supplier relationships across our global network capabilities and costings • Ensuring the timely management of a number of shipments on behalf of our clients analytical and critical of information • Ability to manage and co-ordinate all the elements of different high mutual satisfaction, the outset of a fruitful partnership. From local placements, and remote to on-site
compliance requirements of specific regions • Managing supplier relationships across our global network capabilities and costings • Ensuring the timely management of a number of shipments on behalf of our clients analytical and critical of information • Ability to manage and co-ordinate all the elements of different high mutual satisfaction, the outset of a fruitful partnership. From local placements, and remote to on-site