Daniel Ogwel

Process data work as assigned through resolving discrepancies, tagging, or capturing by using standard procedure, and returning incomplete documents to the team leader for resolution. Maintain data work requirements by following data program techniques, and procedures as well as meeting and maintaining the required quality threshold. Verify entered data by reviewing, correcting, deleting, or reentering data; purging files to eliminate duplication of data.

Open a customer account by recording account information. Attract potential customers by answering product and service questions; suggesting information about other products and services. Resolves products or services problems by clarifying customer complaints; determining the cause of the problem, expediting correction/adjustment; following up to ensure resolution.

Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises. Conducting in-depth reviews of the client's financial circumstances, current provisions, and future aims. Researching the marketplace and providing clients with information on new and existing products and services; designing financial strategies and assisting clients to make informed decisions.