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Key Areas of Responsibility include: Using Intelligent Office to record client information Ensuring tasks are added, updated and monitored on IO Preparing pre meeting packs for new clients Preparing client engagement letters with Financial Planners W...
Customer Service Operations Manager - 18 Month Fixed term contract Start date - ASAP Location - Edinburgh City Centre Salary - 45,000 - 50,000 DOE with fantastic benefits Working Hours - Monday to Friday - 35 hours per week Start date - ASAP Our clie...
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