management tasks (diary management, marketing material etc.) Implementation of the client services experience and acting as the... point of contact for the clients Operational support (administrative support) Capturing and preparing client records...
promptly to Portfolio Manager(s) client instructions Coordinates with Advisor offices and core administration teams Completes... and queries Builds effective communication with Advisor offices and central operations Supports Portfolio Manager(s) with client...
Purpose of role: The Client Relationship Manager is required to provide a technical support service to the Portfolio... Manager(s). The incumbent takes responsibility for overseeing the administrative, operations and client services support...