responsibility for overseeing the administrative, operations and client services support to the Financial services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations Collation of all clients related information (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with
responsibility for overseeing the administrative, operations and client services support to the Financial services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations Collation of all clients related information (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with