1 Permanent Service Delivery Jobs in Bromsgrove with Remote Work Options

We are recruiting for a Private Clients Account Manager to provide administrative support, and to take ownership of all areas of service delivery, working in partnership with the relevant Advisors to provide outstanding customer service. Overview of duties Preparation of client annual review meetings and compliant ongoing suitability … for switches/withdrawals/top-ups and submission Preparation of switch/withdrawal/top-up suitability reports in compliant fashion for adviser delivery Execution of additional business submission with Providers Manage ongoing client information on back office Deal with any ad hoc client queries Liaise with Compliance more »