Client Service Manager
Company & Role
Twenty financial services are currently working with a Financial Services firm who are seeking up to 29 Portfolio Administrators to join a growing team.
- To develop and manage relationships with independent financial advisers, through market leading service and support.
- Process client and adviser firms' instructions efficiently, getting them right first time.
- Focus on personal development and initiatives that continually improve our service to advisers.
- Knowledge and understanding of ISAs and Pensions
- Basic knowledge and understanding of Unit Trusts, OEICs, ETFs and equities
- Financial services experience
If this role is of interest please send over your most recent CV for a confidential chat about this role and your job search.