Customer Experience Specialist
Current- ︎ Help to explain to users about proposed financial plans, explaining advantaged and risks, alleviating concerns and answering questions
- ︎ Updates job knowledge by tracking investment markets, general economic conditions, and new financial products
- ︎ Recommend investment products and services that are suitable for customers based on their objectives, resources, risk profile, and preferences
- ︎ Liaise with providers, solicitors, valuers and other proffesionals