Introduce, develop and maintain client relationships by understanding their specific needs and objectives and sourcing relevant investment recommendations.
Working as part of a team providing excellent customer service wherever there is interaction with one of our customers. Placing stock and special orders.
As a Semi-Senior, you will be expected to have experience of at least one US and one UK tax return season.
To distribute incoming mail and sign for and deal with all other incoming deliveries and to be responsible for the outgoing courier/despatch service.