Cso/Csm

Successful Financial Services company with over 25 years in the industry.
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 meetings. Excellent culture and supportive team environment. Assist with client annual review and meeting preparation. Complete necessary documentation to implement SOA's. Assist in preparing portfolios and reports. Help with research for the advisers when required. About you: 2+ years' experience in Financial Services. Ability to multitask and good organisational skills. High attention to detail. Strong administrative and computer skills. #J-18808-Ljbffr