work on their own as well as in a virtual team. Requirements: Wealth Management or equivalent qualification least 5 years Financial Services Industry work experience in a senior role Be able to learn and gain technical investment accounts and help implement any changes required to client accounts, trading accounts disbursements obtain investment statements and tax information as required. Validate all types of instructions processed Client Care documents and business documents to required standards for submissions. Ensure client interactions
work on their own as well as in a virtual team. Requirements: Wealth Management or equivalent qualification least 5 years Financial Services Industry work experience in a senior role Be able to learn and gain technical investment accounts and help implement any changes required to client accounts, trading accounts disbursements obtain investment statements and tax information as required. Validate all types of instructions processed Client Care documents and business documents to required standards for submissions. Ensure client interactions
work on their own as well as in a virtual team. Requirements: Wealth Management or equivalent qualification least 5 years Financial Services Industry work experience in a senior role Be able to learn and gain technical investment accounts and help implement any changes required to client accounts, trading accounts disbursements obtain investment statements and tax information as required. Validate all types of instructions processed Client Care documents and business documents to required standards for submissions. Ensure client interactions