Client Onboarding & Records Specialist
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Business
Client Relationship Management, Office Administrator/ Coordinator, Banking & Finance
Job Description & How to Apply Below
IDEX Consulting Ltd. in the United Kingdom is seeking a Client Administrator to support Financial Planners and the paraplanning team, owning key stages of new business processing, maintaining meticulous client records and ensuring everything is processed accurately, promptly and compliantly to drive better client outcomes.
You will manage end-to-end new business applications, maintain client profiles in CURO, assist with meetings and client enquiries, and identify process improvements while
This role, Client Onboarding & Records Specialist at IDEX Consulting Ltd., could be your next opportunity.
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This posting is for the Client Onboarding & Records Specialist role at IDEX Consulting Ltd., based in England, United Kingdom.
We are looking to fill the Client Onboarding & Records Specialist position at IDEX Consulting Ltd. in England, United Kingdom.
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