Jacqueline Keith
Senior Client Services Specialist @Srb Financial Planning Ltd
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WORK HISTORY
Senior Client Services Specialist @Srb Financial Planning Ltd
Glasgow, GB
Within this role I provide a high level of technical and administrative support to Financial Advisors and clients within the Practice. I am trained on all St. James’s Place company platforms (Outlook, Sales Force, My Practice, Ibus, Docusign & Qwil) and achieved a Gold St James\'s Place Partner Support Specialist Accreditation. Duties & Responsibilities:Administrative Support, Diary & Email Management, Travel Arrangements, Meeting Preparation, Managing Compliance Documentation, Updating Company Data Bases, Client Liaison, Processing Investment/Disinvestment Transactions, Business Submission, Progress Applications and Liaise with Third Parties to Ensure Timely Case Issue, Assist and Attend Client & Charity Events.
ABOUT JACQUELINE KEITH
Highly motivated strong professional. Passionate about personal and professional development.Currently provides specialist support to St. James\'s Place Partners and Advisors. My core focus is to understand my associates needs implicitly and deliver exceptional results. Outside of work you will find me spending time with family and friends, cooking up a feast in my kitchen, enjoying Yoga and long walks with my dog.
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