Think of this a bit like royalties: once you sign someone up, you’ll get a % of their monthly bill paid to you as a monthly commission for as long as they…
Have full understanding and input into service designs, including final sign off (alongside the lines of service). Resolve any account issues or escalation.
Managing the calendar of lock screens for the firm, briefing work into Design and getting sign off from relevant parties.
Obtaining all relevant business, compliance, risk, legal and technology sign-offs required to progress the. Client Onboarding is a critically important part of…