Log and resolve queries. Be able to give feedback on relevant queries as and when needed […]
Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants […]
Perform regular data analysis around Client/Broker Corporate activities including but not limited to; transactions, queries, escalations and exceptions with the goal to improve ease of business and the avoidance of any service failures
Present your Broker Corporate analyses to IFA assistants on a regular basis in a Broker Office environment
Communicate active transactional rejections and queries to IFA assistants...