tracking of all leads received by the Wealth Specialist team such that these leads are contacted and reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team as per the Company's set guidelines. Full and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork
tracking of all leads received by the Wealth Specialist team such that these leads are contacted and reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team as per the Company's set guidelines. Full and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork