. Prepare reports and summaries for management review. Client Service Administrator role within a Wealth & Cash Management... fintechCRM Salesforce experience highly desirable A successful Client Advisor Administrator - Wealth & Cash Management...
. About You Ideally you will have some experience in a similar role as an Investment Administrator within Wealth or Investment Management... for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert...