Client Associate salaries in Ratho, EDH

This role is suitable for those looking for their first professional opportunity after school or university. Suitable for school leavers or graduates.

Minimum of 2-3 years’ experience in a Financial Services company. Creating Statements of Suitability (SOS) for clients post meeting and ensuring the annual…

13 days ago

Answering and dealing with general telephone and email requests from external customers and internal departments and colleagues.

To handle day-to-day administrative matters (e.g. payment processing, account opening, foreign exchange, deposit requirements) with a particular emphasis on…

Identifying legal, commercial, operational risks early and driving practical solutions; Employees are currently required to work at least 4 days in the office…

We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.