Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts.
Communicate with clients on the company's product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients.
Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution.
Build and maintain relationships with clients by...