). The overall client onboarding team is driven by front office (who verify AML and complete Client Due Diligence), with the...OVERALL SUMMARY Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions...
Close Brothers GroupBusiness Development Director and IFA’s Producing confirmation letters Obtaining terms of business and due diligence for IFA... for client and customer services? This is an excellent opportunity to work with the Intermediary Sales team and provide admin...
Close Brothers Groupagreements with new IFA companies and carrying out ongoing due diligence Providing ad hoc valuations, costs and charges... to ensure a positive client experience Deal with client complaints effectively and in line with regulations Key Tasks...
Close Brothers Group