Cso/Csm

Successful Financial Services company with over 20yrs in the industryGreat team culture and are big on developing their staff due to expansion plans.We are currently recruiting a Client Services Officer/ Client Services Manager to work as part of an excellent team, supporting Senior Financial Advisors.
About the role: Main point of contact for clients and arranging client meetingsExcellent culture and supportive team environmentAssist with client annual review and meeting preparationComplete necessary documentations to implement SOA'sAssist in preparing portfolios and reportsHelp with research for the advisers when requiredAbout you: 1+ years' experience in Financial ServicesAbility to multitask and good organisational skillsHigh attention to detailStrong administrative and computer skills #J-18808-Ljbffr