Client Administrator
Posted 9 hours ago by Evelyn Partners
- Salary:
- £NEG
- Location:
- Edinburgh,United Kingdom (13 miles)
- Job Type:
- Permanent
To work closely with the aligned Financial Planners to deliverÂ. excellent client outcomes.Â. • To build relationships with clients and maintain regular contact. • Maintain back-office systems and client records in line with the company policies. • Request policy information from … more