OVERALL SUMMARY Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions... and responsible for client onboarding and client data maintenance. This covers both CBAM and Third Party (custody and non-custody...
Close Brothers GroupOVERALL SUMMARY We are looking for a Relationship Manager to join our expanding support team in Intermediary Sales... to ensure a positive client experience Deal with client complaints effectively and in line with regulations Key Tasks...
Close Brothers Groupmeetings at client offices. Resolve customer complaints and verify financial transactions. Analyse credit data and financial... and data quality. Manage accounts in both SAP and GetPaid systems. Identify and escalate disputed invoices for resolution...
RandstadClient Onboarding Associate Bruin has partnered with a boutique wealth manager who is seeking a Client… March 19, 2024... services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle...
Bruin Financial