22 Job openings found

Key Responsibilities:* Manage client interactions and communications effectively.* Handle mutual fund account openings, KYC processes, and other related documentation.* Coordinate with mutual fund companies, insurance providers, and financial partners regarding ongoing investments.* Track internal documents, maintain data records, and follow up with respective parties.* Manage basic social media platforms for ...

Customer is king and we want to ensure that they’re are at the forefront and receiving the very best service and experience right from making that very first phone call right through to aftercare long after the project is completed.   You’ll be responsible for ensuring projects work through our business work ...