Provide operations support to Financial Advisor by obtaining prospect information and prepare forms or agreements to complete salesAssist in answering telephone calls and enhancing client relationships through processing timely service requestsResolve client queries effectively and provide technical updates and development reports to customers to ensure customer service and satisfaction Collaborate with clients to identify and implement value added servicesMaintain existing… Show more Provide operations support to Financial Advisor by obtaining prospect information and prepare forms or agreements to complete salesAssist in answering telephone calls and enhancing client relationships through processing timely service requestsResolve client queries effectively and provide technical updates and development reports to customers to ensure customer service and satisfaction Collaborate with clients to identify and implement value added servicesMaintain existing client’s portfolios to ensure clients retentionHandle transactions including investment withdrawals, short and long term insurance quotes and claimsEfficient in Microsoft Office: Microsoft Outlook, Microsoft Excel, Microsoft Word, Show less

Worked closely with motor dealers, clients and the business development manager to ensure fast and great customer service deliveryArranged financing and reviewed required documents to determine approval/rejection and effectively capturing correct data onto systemVerified legal contract documentation such as customer information; including national credit checks, proof of income and identity before initiating payments to relevant partiesLiaised between customers and in-house… Show more Worked closely with motor dealers, clients and the business development manager to ensure fast and great customer service deliveryArranged financing and reviewed required documents to determine approval/rejection and effectively capturing correct data onto systemVerified legal contract documentation such as customer information; including national credit checks, proof of income and identity before initiating payments to relevant partiesLiaised between customers and in-house departments to manage the best service deliveryAttended staff meetings on a weekly basis to stay abreast of changes. Handled transactions including receiving of deposits, processed vehicle settlements and answered questions about services.Resolved client and motor dealer queries in a timely and effective manner Show less