We do this by providing services that span the entire wealth management value chain, from the digital user experience, client, account, and portfolio management through to back-office trade execution, settlement, and investment/member administration. […]
In this client-facing role, you will provide frontline support to investors and advisers, handling inbound and outbound phone calls, responding to written inquiries, and managing administrative requests related to our products and services. […]
You will take ownership of case management and ensure efficient administrative processes that align with...