Client Service Associate

Client Service Associate Are you numerical, with excellent attention to detail and great interpersonal skills? Tanager Wealth Management is an innovative provider of financial planning and investment solutions. We seek a committed individual who is passionate about client service and working with clients in their best interests. Opportunity We have an exciting opportunity within our wealth management client service team, working closely with our clients and UK & US-based financial advisers to ensure positive client outcomes. We seek an individual committed to building a career in wealth management. We are a growing company and offer excellent opportunities for career development in a supportive and friendly work environment. About the Role Acting as a primary contact for client queries, overseeing the client onboarding process, and ensuring the delivery of exceptional client service, this role requires high efficiency and accuracy in daily tasks. Key Responsibilities: Submitting new business to custody platforms Monitor and oversee the transfer of client assets Back-office system management Record keeping and audit trail management Carry out service requests for clients Maintaining compliance data and records Develop and maintain relationships with internal and external t…