Trainee Client Liaison Coordinator
Posted 18/09/2024 by BRB Wealth Management
- Salary:
- £22,000/annum
- Location:
- Newcastle-under-Lyme
- Job Type:
- Permanent
Scheduling review and advice meetings for our clients. Communicating with insurance companies and fund providers to obtain up-to-date valuations. Liaising with clients via phone, email, post, and in person to answer queries, process new business, and support existing plans. Processing … more