Client Support Manager
Liverpool, Merseyside, North West, United Kingdom
Rathbones Group Plc
you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Department: Financial Planning Location: Liverpool, London, Glasgow Contract Type: 12 month contract Reporting to: Head of Client Support Applications close: 14/06/2024 Work Type … Hybrid Purpose Manages the Client Support Team providing centralised administrative support to Financial Planning team to ensure the delivery of a commercial, high quality, low risk client service. To ensure the production of BI, monitoring procedures and maintaining data to support the marketing, strategy and MI requirements of the business. … processes for receipt of adviser charges/commissions to ensure correct and timely client charging and the efficient income for the company and correct financial reporting collection . Ensure team members conduct tasks (e.g. client Letters of Authority and Plan information from providers; inputting/scanning and maintaining client information more »
Employment Type: Contract
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