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Transfers in specialist — wealth management

Chelmsford
Charles Stanley & Co.
Wealth manager
€30,000 a year
Posted: 10h ago
Offer description

A leading wealth management firm is seeking a proactive Administrator to support transfer processing for various investment accounts. The successful candidate will ensure a smooth client experience while collaborating across the team. Responsibilities include facilitating client portfolio transfers, managing queries, and meeting SLAs. Candidates should have strong IT skills, organizational abilities, and a keen attention to detail. A-Level education or relevant experience is required, making this a rewarding opportunity in a dynamic environment.
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