Proactive Client Service Coordinator
1 week ago
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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