Beatrix is Head of Client Services responsible for the preparation of client reviews, managing client information, implementation and addressing client queries. She joined the business in 2022 after six years experience at a financial advisory firm in client service and portfolio administration role, she also has experience in process improvement, as business analyst and administrator. Beatrix has a Diploma in Production Management from Technikon, South Africa.
Qualifications & Accreditations
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- Diploma of Production Management