Client Onboarding and Maintenance Administrator - 12 month FTC
Quilter(10 days ago)
About this role
A Client Onboarding and Maintenance Administrator at Quilter Cheviot supports the process of opening and maintaining client accounts across various investment products. The role involves ensuring smooth account setup, data management, and collaboration with other teams to deliver high-quality client service.
Required Skills
- CRM
- Excel
- Client Management
- Account Opening
- Data Management
About Quilter
quilter.comAdvice, investments and wealth management aiming to create brighter financial futures for every generation.
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