Job Title: Client Services Executive Reporting to: Client Services Manager Department: Product Prosperous Financial has an exciting opportunity for a Client Services Executive to join our team. […]
They are responsible for handling client enquiries, processing transactions and supporting our financial advisors in delivering effective financial planning solutions. […]
Key Responsibilities Client Relationship Management Serve as the primary point of contact for client enquiries and requests, ensuring timely and accurate responses. […]
Skills And Experience: QFA (Qualified Financial Adviser) certification...