Assist with client growth initiatives, including new fund launches, new market expansion, account changes and broader adoption of relevant products and services.
Identify and develop opportunities within existing installed bases, brownfield projects and white-space accounts, including customers currently using competitor equipment.
Direct effective collection strategies, dispute resolutions, and the accurate processing of credit/debit notes in collaboration with 3PLs and internal stakeholders.
Company Description Great Ideals Group is a client-focused financial and insurance advisory organization committed to being a role model in the insurance advisory industry. The group provides comprehensive financial and wealth planning services to individuals, families, and corporate clients, supporting them in building well-balanced and successful lives. Great Ideals Group is dedicated to creating an environment where team members can develop meaningful careers and work toward their desired lifestyle. The organization also focuses on nurturing highly qualified advisors with strong professional standards and image, contributing to the elevation of the advisory profession in society.
Lead major customer service transformation initiatives and manages change by communicating clearly, providing training, and addressing risks such as language and time zone coverage to maintain a positive customer experience during transitions. Optimizes workforce allocation and ensuring service quality during organizational transitions.
Driving the preparation of reports by collating and tracking data/ information / statistics for regular reporting and using data visualisations to present findings in appropriate formats in key meetings