Paraplanner
NoidaEclipse Financial Management
...Maintaining strict adherence to compliance, regulatory, and internal quality standards Updating and maintaining client records accurately in CRM and financial planning systems such as Xplan or equivalent Identifying errors, inconsistencies, or missing information and proactively flagging them to advisers Supporting ongoing [...]
Job Type: Full-time
Category Banking, Insurance, Finance & Accountancy
30+ days ago in SnapHunt