Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial processes and best practices Good understanding of managing client data Good understanding of FAIS, FICA and
Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial processes and best practices Good understanding of managing client data Good understanding of FAIS, FICA and