Job Title: Client Service Executive
- General Queries – Liaise with service providers to follow up on issues / client’s queries.
- Act as the link between clients and Offshore and local service providers.
- Preparation of new investment illustrations.
- Nomination of Beneficiaries follow up.
- Account opening for new and existing clients.
- Following up on policy renewals with clients. (insurance)
- Weekly and Quarterly Reviews of client investment portfolios.
- Track Premium Holidays