Proactive Client Service Coordinator

1 week ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

Required Skills and Qualifications

  • Good understanding of financial services terminology.
  • Knowledge of financial services solutions and associated regulatory and compliance requirements (for example, tax-efficient investments, retirement provision, investments, protection, 'know your client').
  • Ensuring processes and procedures are followed and service standards are met.

As an ideal candidate, you should have a minimum of two years' experience working in the sector and have previously used the back-office system Intelligent Office, as well as knowledge of platforms such as Transact, Standard Life, Elevate, and OMW.



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