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Client Service Officer

  • Part Time
  • Anywhere

Crest Financial Services

Crest Financial Services — The Hill, Newcastle Area

Client Services Officer (CSO) Employment Type: Flexible (Full time or part time to suit study commitments) About the Role – What You’ll Actually Be Doing This role is the operational engine behind our financial advice process. You’ll be the first point of contact for clients, making sure everything runs smoothly behind the scenes. From scheduling appointments and preparing client documents, to man…

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