Jacqueline Keith Email and Phone Number
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.
Srb Wealth Management Ltd
View- Website:
- srbwm.co.uk
- Employees:
- 10
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St James'S Place Partner Support Specialist.Specialist Support Services Nov 2023 - PresentScotland, United KingdomI provide tailored support to St. James's Place Wealth Management Partners and Advisors.
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Senior Client Services SpecialistSrb Wealth Management Ltd May 2022 - PresentGlasgow, Scotland, United KingdomWithin 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. -
Personal Assistant & Partner Support SpecialistSt. James’S Place Wealth Management May 2017 - Mar 2022Glasgow, Glasgow City, United KingdomIn this position I provided one to one support to a Senior Partner using all St. James’s Place company platforms (Outlook, Sales Force, My Practice & Ibus).Duties & Responsibilities:Administrative Support, Diary & Email Management, Travel Arrangements, Preparation of Meeting Rooms & Client Files, Business Submission, Case Tracking and Liaising with Product Providers.
Jacqueline Keith Education Details
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Mearns Castle High School
Frequently Asked Questions about Jacqueline Keith
What company does Jacqueline Keith work for?
Jacqueline Keith works for Srb Wealth Management Ltd
What is Jacqueline Keith's role at the current company?
Jacqueline Keith's current role is Platinum St. James's Place Partner Support Specialist.
What schools did Jacqueline Keith attend?
Jacqueline Keith attended Mearns Castle High School.
Who are Jacqueline Keith's colleagues?
Jacqueline Keith's colleagues are Louise Kane, Mark Brough Dippfs, Rachel Liddle, Danny Mcbride, Louise Kane.
Not the Jacqueline Keith you were looking for?
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Jackie keith
Seeking A Career Change Opportunity That Will Provide Professional Development And Progression While Fully Utilising Existing Skills, Knowledge And Experience.Glasgow -
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