2 of 2 Permanent Client Onboarding Jobs in North Yorkshire

will take a personal commitment to training opportunities internally and externally, gain a thorough understanding of all products, processes and services which allows bespoke client needs to be met and network effectively across channels to enhance visibility of yourself and our brand within the marketplace. Required profile Qualifications & Skills ...

skills, strong technical capability and the ability to manage multiple priorities within a fast-paced environment. Key Responsibilities Support platform migrations and onboard new client assets Respond to queries from advisers, paraplanners and administrators across the group Manage issues, escalations and development requests, liaising with platform relationship managers ...