发布于 2026年7月30日 · 我们于 2026年9月03日 确认该职位仍然有效
KEY RESPONSIBILITIES: Provide administrative and client service support to financial planners Act as the first point of contact for client and adviser queries via phone, email, and internal systems Build and maintain strong relationships with clients, financial planners, and product providers Prepare client portfolios, financial planning packs, meeting documentation, and review documentation Identify opportunities within client portfolios for financial planners Process new business applications…
