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SPRING MANAGEMENT is looking for employees for positions:
client administrator
client administrator
paraplanner
financial services administrator
Working hours
full-time
Responsibility
contacting new and existing clients to schedule meetings
document the follow up to those meetings
action requests / follow ups from client meetings
deal with both internal and external administration functions
sending off letters of authority to 3rd party providers then chasing up the resulting info
utilising and documenting on our CRM System
working in a busy Financial Advice practice we are looking for a client relationship administrator to assist us with developing and liaising across our client base