... etc Provide holistic financial planning services (including investments, risk cover and ... confident presentation skills Strong client service orientation Attentive to detail and ...
2 years ago
... solutions. Maintain high customer service standards, value and quality ... acting as an expert advisor to the Assessments sales ... and maintain high customer service standards and value To ... manner, while still meeting service level and quality agreements To ...
2 years ago
... a team of Specialists, Senior Advisors and Advisors in an integrated portfolio * Manage ... the building of value-added service offerings to develop alternative revenue ...
a year ago