Anthea Petersen Email and Phone Number

Annuities Forecast Reporting – reporting to IFA’s or clients on the fund values running low for future income payments due. Requesting confirmations on whether to switch to an alternate underlying fund or take the income from all funds within the plan, proportionately. Webchat: Assisting with the piloting of a new initiative on the PPS Online Secure portal whereby client and IFA’s arte able ti chat to us live online. Assisted with Testing environment and formed part of the Pilot team when… Show more Annuities Forecast Reporting – reporting to IFA’s or clients on the fund values running low for future income payments due. Requesting confirmations on whether to switch to an alternate underlying fund or take the income from all funds within the plan, proportionately. Webchat: Assisting with the piloting of a new initiative on the PPS Online Secure portal whereby client and IFA’s arte able ti chat to us live online. Assisted with Testing environment and formed part of the Pilot team when it went live. Now part of a team of 4 consultants in the Webchat environment. Unallocated deposits reporting and investigations. Fatca Inbound Call Centre and Email ConsultantEnsuring that the highest level of quality service is provided to all clients (internal, IFA’s and investors). Assist clients with investment administration queries. Provide investment and product information to investors and IFA’S. Involved in adhoc client services projects Show less

Client Services Consultant: OperationsDUTIES : Working with Contractual New Business Products, ie. Preservation Funds, Life Annuities and Retirement Annuities. Providing Glacier clients with fantastic support and the highest level of response and service. Role: The accurate inputting of all client instructions into the administration system. Ensuring the constant update of the workflow system. Ensuring all instructions received adhere to legal and regulatory… Show more Client Services Consultant: OperationsDUTIES : Working with Contractual New Business Products, ie. Preservation Funds, Life Annuities and Retirement Annuities. Providing Glacier clients with fantastic support and the highest level of response and service. Role: The accurate inputting of all client instructions into the administration system. Ensuring the constant update of the workflow system. Ensuring all instructions received adhere to legal and regulatory guidelines. POSITION HELD Client Services Consultant: Communication Centre DUTIES : Ensuring that the highest level of quality service is provided to all clients (internal, IFA’s and investors). Assist clients with investment administration queries. Provide investment and product information to investors and IFA’S. Involved in adhoc client services projects. Show less

Process new investments, top ups, withdrawals, switches and amendments in terms of client static details, debit order and regular withdrawal amendments. Liaise with direct clients and IFA’s in terms of instructions received, outstanding requirements and confirm receipt of documents. Verify FICA requirements for individuals, legal entities, companies, trusts, etc.