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Investor Onboarding Assistant

  • Germany
  • November 12

Client Support: Guide clients through the onboarding process, helping them with paperwork and account setup.Account Management: Assist clients in creating and managing accounts on financial platforms and resolve any issues they may face.Transaction Processing: Help facilitate the purchase of various assets for clients, ensuring everything is handled smoothly and accurately.Client Communication: Provide regular updates to clients about their accounts and respond to any questions they have.Record Keeping: Keep accurate records of transactions and client interactions.Team Collaboration: Work with other teams to ensure a smooth onboarding experience for clients.

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Bluone Capital PLC

Registration Nr.
14029527
Size
10-50 people
Contact name
Bella Harrison
Contact position
HR Manager

Imprint

Registered office address:
4 Somerset Way, Iver, Buckinghamshire, England, SL0 9AF