Financial Services Associate handling accounts receivable at Uline. Delivering exceptional customer service and maintaining low portfolio aging in a fast - paced call center environment.
About the role
- Provides financial advice and manages customer relationships at Old Mutual. Engages in various customer service and business development tasks in financial services industry.
Responsibilities
- Customer Service
- Solutions Analysis
- Receiving Visitors
- Customer Relationship Management (CRM) Data
- Customer Needs Clarification
- Customer Relationship Development / Prospecting
- Operational Compliance
- Business Development
- Sales Opportunities Creation
- Data Exploration
- Network of Influence
Requirements
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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