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SIPP & SSAS Customer Support Specialist

Posted 3 hours 37 minutes ago by Xafinity Consulting Ltd

Permanent
Full Time
Customer Service Jobs
Stirlingshire, Stirling, United Kingdom, FK7 0
Job Description

XPS Group is seeking a Customer Services Support specialist for Self Invested Pensions in Stirling. The role focuses on delivering excellent service to SIP clients and supporting SIP consultants with administration, valuations, illustrations and portfolio management.

The successful candidate will handle contract notes, tax vouchers, updates, and maintenance of databases, while ensuring processes are followed and service levels are met.

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