Organizational talent supporting consultants at a growing financial consultancy. Key role in managing customer data and client onboarding, ensuring smooth operations.
Responsibilities
Organizational hub of the team
Responsible for maintaining all customer data
Coordinating deadlines and requesting missing documents
First point of contact for new customers during onboarding
Requirements
Experience in a service-oriented or commercial role, e.g., team/project assistant, customer service, back office, or client support
Structured, reliable, and proactive
Completed commercial vocational training or a comparable qualification
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