Beatrix is a Senior Client Service Manager 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