Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional overseeing the administrative, operations and client services support to the Financial Planning Partner and office. Categories: Client Services Implementation of the client services experience, as defined by the Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy
Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional overseeing the administrative, operations and client services support to the Financial Planning Partner and office. Categories: Client Services Implementation of the client services experience, as defined by the Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy