Customer Experience Specialist
Current▪︎ Help to explain to users about proposed financial plans, explaining advantaged and risks, alleviating concerns and answering questions▪︎ Updates job knowledge by tracking investment markets, general economic conditions, and new financial products▪︎ Recommend investment products and services that are suitable for customers based on their objectives, resources, risk profile, and preferences▪︎ Liaise with providers, solicitors, valuers and other proffesionals