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Wealth Management: Implementation Coordinator
Growing company
CBD
Key relationship Management position
This company is a true market leader, well know and highly regarded throughout wealth management. They have a high client service ethos and pride them self on the delivery of there financial solutions.
The Implementation coordinator works closely with numerous internal and external stakeholders to enable wealth management practices to better services client.
The responsibilities in the role are varied, covering ????? ?????, workflow management, training and workshop selection. You will also be expected to manage client feedback, troubleshoot for clients and be a central relationship manager understanding the specific client requirements.
The successful applicant, will be able to multi task, have fantastic communication skills and be able to prioritise conflicting task effectively. Experience with SOA or CRM software is essential as is RG146.
Applications for this role end on Friday the 30th October, please submit CV below to be considered.
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