Wealth Management Client Support Specialist

City of Edinburgh Source: WhatJobs
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Seven Investment Management in Edinburgh is seeking a dedicated client support administrator to assist advisers in delivering a high-quality, compliant service to clients. You will coordinate between advisers, providers, and clients, handling calls, emails, and documentation to ensure a smooth advice journey.

You will assist with policy information, data accuracy, compliance paperwork, and processing new business and Life Cover quotations under partner supervision, contributing to a positive

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