Asset Management IFA Client Services/ Client Administrator/ Retail Client Operations – Surrey based (1-year’s Operations experience)
9 days ago
Guildford
Client Services (answering all related queries directly with the clients on the phone, or email, or post for example relating to their investments, Client Onboarding, Client Offboarding, Bereavements, Transfers In, or Transfers Out). Asset Management IFA Client Services/ Client Administrator/ Ret...