and relate with clients and different advisers of all levels Responsibilities: Understand products and statements and tax information as required. Validate all types of instructions processed in the platform system oversee for accuracy. Monitor all active cases daily and confirm and communicate all processed instructions
and relate with clients and different advisers of all levels Responsibilities: Understand products and statements and tax information as required. Validate all types of instructions processed in the platform system oversee for accuracy. Monitor all active cases daily and confirm and communicate all processed instructions
and relate with clients and different advisers of all levels Responsibilities: Understand products and statements and tax information as required. Validate all types of instructions processed in the platform system oversee for accuracy. Monitor all active cases daily and confirm and communicate all processed instructions