... , ensuring efficient operations, accurate client account handling, and regulatory compliance. ... support Manage and maintain accurate client portfolio records, including track ... trail of all client documentation Coordinate internal and client meetings, including ...
2 days ago
... ' experience in a similar Debtors/Accounts Receivable or Financial Administration role ... Maintain and update debtor accounts with a high level ... of accuracy Reconcile accounts and resolve billing or ... regarding payment plans and account issues Assist with ...
2 days ago
... revenue targets for allocated accounts Developing and implementing strategies ... account growth, including cross-selling and presenting tailored solutions to clients ... on account activity and performance, maintaining detailed records of client interaction ...
5 days ago
... Diploma Proven experience as an Accounts Administrator with payroll responsibilities. Strong knowledge ...
3 days ago
... . Proven ability to manage escalations, client expectations, and complex technical challenges ... certifications strongly preferred: Microsoft (Azure Administrator, M365 Enterprise Admin, etc.). Networking ...
2 days ago
... To assist in segmented Corporate accounts with brand marketing and financial ... within assigned and segmented Corporate accounts; · Manage and strengthen relationships ... assigned and segmented Corporate accounts; · Assist clients with financial planning advice ...
5 days ago
... with key stakeholders · Identify a clients investment needs, risk tolerance and ... portfolios available · Educate the clients with regards to basic investment ... opportunities arising within assigned Corporate accounts · Manage and strengthen relationships ...
5 days ago