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Client services coordinator for financial advisors

Swanley
Permanent
Idex Consulting
Client services coordinator
€30,000 a year
Posted: 19 December
Offer description

A financial services firm in Swanley is seeking a Financial Administrator to support the Client Service Team. Responsibilities include assisting advisers with portfolio reviews, managing the annual review process, and preparing documentation. Ideal candidates will have experience in financial services, strong organizational and communication skills, and proficiency in Microsoft Office. The firm promotes a culture of inclusion and equity in the workplace. #J-18808-Ljbffr

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