customers and taking orders. Processing payments. Assisting customers with queries and providing solutions
updating and making notes on various systems. - Assist with request & reporting on an administrative
products and services Provide ongoing support and assistance to clients throughout the sales process Collaborate
of updating and making notes on various systems. Assist with request & reporting on an administrative
products and services Provide ongoing support and assistance to clients throughout the sales process Collaborate
provide insights into financial performance.
of updating and making notes on various systems. Assist with request & reporting on an administrative
effective and sound investment processes and policies •Assist Investment professionals in sourcing projects and
financial performance and address any queries.
Performance Areas include: