1 Data Cleansing Jobs in Merseyside

support to the whole Financial Planning team to ensure a commercial, high quality, low risk client service can be delivered. To ensure client data is accurate and up to date to support the client service, marketing, strategy and BI … requirements of the business. Outcomes of the Role Ensuring client records are accurate and up to date and where necessary data cleansing of systems. This may also include regular monitoring Contributing to the testing of IT systems, processes. Processing client letters of authority to providers, reviewing … plan information and obtaining any missing information in a timely manner. Updating FPs, FPAs and CSEs with progress on data collection. Inputting, attaching and maintaining client information on Adviser Office and RFP systems as required. Ensuring BI can be obtained as needed. Following department processes and procedures more »