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Private banking client services specialist | wealth management

Easter Howgate
United Cerebral Palsy of Georgia
Client service specialist
Posted: 9h ago
Offer description

TheRole:

The Client Services Executive will sit with an outstanding Relationship Management team for a highly prestigious Private Bank within their Edinburgh office.

The Client Services Executive will be dealing with client queries including day-to-day account opening, trading on portfolios, payments and lending, and general investment administration e.g. processing asset transfer and change of address requests; online access issues or questions.

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