Italian translation: Consulente sel servizio pianificazione del cliente/tenutario della contabilità
Login or register (free and only takes a few minutes) to participate in this question.
You will also have access to many other tools and opportunities designed for those who have language-related jobs (or are passionate about them). Participation is free and the site has a strict confidentiality policy.
21:49 Mar 24, 2007
English to Italian translations [PRO] Finance (general)
English term or phrase:customer's plan provider/record keeper
Financial services, namely, providing customers with guidance, advice and managed accounts based on information provided by the customer, customer's employer or customer's plan provider/record keeper;
services providing optimal portfolio and savings solutions that are unique based on his/her own unique financial characteristics and needs;
portfolio and savings services