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Account Portfolio Specialist

1 week ago

Dunedin, Otago, New Zealand Barclays Full time

Key Responsibilities

  • Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
  • Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
  • Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.