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The Client Onboarding Executive supports the Retail Investor Relations team by managing the onboarding process for new investors in retail funds. The role focuses on ensuring efficient client setup, regulatory compliance, and high-quality client service.
As a Bereavement Associate in this leading wealth management and financial services business, you will assist clients in navigating sensitive financial matters during challenging times. This role requires precision, empathy, and the ability to handle confidential information with care having worked in a SIPPS team already.
The Senior Client Services Officer works within a busy, cross-jurisdiction Client Services team to manage client accounts, process payments and transactions, and uphold quality standards. The job demands excellent organisational skills, attention to detail and the ability to handle multiple priorities under pressure - all while supporting departmental strategy and continuous process improvement.
The Investor Relations Executive role involves delivering exceptional service to retail investors and financial advisers by managing queries and processing administrative tasks related to tax-efficient investment products. It also includes supporting the sales team, assisting with investor communications, and contributing to client engagement initiatives.
The Investor Relations Executive role involves delivering exceptional service to retail investors and financial advisers by managing queries and processing administrative tasks related to tax-efficient products. It also includes supporting the sales team, contributing to client engagement initiatives, and improving operational efficiency.
You are an analytical, structured, and process-oriented professional, with experience in capacity management or operational optimization in Satcom environment. Apply now.
We are seeking a Senior Client Services Associate to join a thriving team in the payments and financial services industry. This role involves managing client relationships and ensuring the delivery of exceptional service whilst also being a senior team member offering team mentorship and leading from the front!
Sales Ledger AssistantDidsbury Hybrid working-3 days in the office/2 remoteImmediate Start
The Accounts Payable Specialist will be responsible for ensuring accurate and timely processing of invoices and payments, contributing to the smooth operation of the accounting and finance department. This role is ideal for someone with a keen eye for detail and a strong background in accounts payable.
The Purchase Ledger Clerk will be responsible for managing purchase ledger processes, ensuring accuracy and efficiency in the Retail industry. This role in Manchester offers a fantastic opportunity to work within a professional Accounting & Finance department.
This role will ensure all clients and matters are compliant with the firm's AML/CDD policies and provide advice across the firm.
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