George Topper

Client Relationship Management:

• Acting as the primary point of contact for client inquiries.
• Managing client communications and ensuring smooth interactions with advisors.
• Building and maintaining strong client relationships.
  

Account Management:

• Opening and managing new accounts and portfolios.
• Managing client accounts, including payments, updates, and placing trades.
  

Administrative Support:

• Updating client addresses and other relevant information.
• Assisting with all administrative tasks to support client advisors.
  

Other:

• Prioritising requests and managing time effectively.
• Developing interpersonal skills to build a strong rapport with clients and colleagues.