On-boarding Clerk: (Clients / Tied Brokers / IFA's / GPAN Members

A Financial Wealth and Investment Company requires a skilled On-Boarding Clerk to join their firm in the New Year. The successful applicant will be responsible for: Generating and processing new sales leads, as necessary. Answers phone calls from customers and deals with problems as they arise. The candidate exerts attention to detail, as customers may have the same problems; reports the problems as necessary. Arranges appointments with clients and sales team. Experience will be essential for this role with relevant knowledge in finance and banking as well as proficiency in English.