Services Implementation of the client services experience, as defined by the Head of Operations. Take full (Excel, Word, Outlook essential); SharePoint Experience with XPlan Good verbal and written communications while being flexible to accommodate the changing needs of the clients. Teamwork: be a reliable and productive absolute confidentiality. Qualifications and Experience 2-3 years in the financial services industry or courses. Attributes The individual puts the needs of clients first and takes ownership of the goal
Services Implementation of the client services experience, as defined by the Head of Operations. Take full (Excel, Word, Outlook essential); SharePoint Experience with XPlan Good verbal and written communications while being flexible to accommodate the changing needs of the clients. Teamwork: be a reliable and productive absolute confidentiality. Qualifications and Experience 2-3 years in the financial services industry or courses. Attributes The individual puts the needs of clients first and takes ownership of the goal