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Client Operations Associate - Meredith Brown Associates

Description

Our client is a fast-growing investment manager with over £5 billion in assets under management and more than 30,000 investors.

Working in partnership with financial advisers, wealth managers and family offices, they create and deliver innovative investment solutions designed to provide consistent, stable returns through a defensive and transparent investment approach.

Roles &

Responsibilities

Maintaining data within systems.

Responsible for reviewing applications onboarded for Inheritance Tax …

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