Client Service Officer
Kseniya is a Client Service Officer responsible for the preparation of client reviews, managing client information, advice implementation and addressing client queries. She joined the business in 2020 after four years of experience at a financial advisory firm in a client service and portfolio administration role, and prior to that worked as an assistant accountant. Ksenyia has a Bachelor of Applied Finance (Financial Planning) with distinction and an Advanced Diploma in Accounting and Business from the Association of Chartered Certified Accountants in the UK.
- Bachelor of Applied Finance (Financial Planning)
- Advanced Diploma in Accounting and Business, ACCA UK