Client Support Officer
Evergreen Financial Advisers (EFA)
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No. of Positions:
Length of Tenure:
Application due by:
Some of the typical CSO duties would include:
Handling client calls and emails, responding in a timely manner.
Preparing documentation for meetings.
Lodging applications and preparing submissions for new business.
Liaising with internal teams and colleagues to resolve problems and find solutions.
Creating and maintaining client files.
Liaising with financial institutions on behalf of clients.
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