At a Glance
- Tasks: Assist in onboarding clients and prepare for meetings while ensuring top-notch service.
- Company: AAB Wealth, a growing firm with a focus on client relationships.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment that encourages innovative ideas and continuous improvement.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Recent graduate with strong communication skills and a passion for client service.
The predicted salary is between 25000 - 32000 £ per year.
AAB Wealth is expanding and seeking a Graduate Client Relationship Support to assist in onboarding clients, gathering plan data, and preparing for meetings.
You will help implement financial planning advice for new and existing clients, ensuring accuracy and a high standard of client service.
You will work with the Wealth team in a hybrid Leeds setting, developing client relationships and contributing to continuous improvement through proactive ideas and collaboration.
#J-18808-Ljbffr
Graduate Wealth Client Relations Specialist in Leeds employer: AAB
AAB is an exceptional employer that fosters a collaborative and supportive work culture, making it an ideal place for Strategic HR Consultants to thrive. With a strong emphasis on professional development and mentoring, employees are encouraged to grow their skills while contributing to meaningful client advisory projects in the vibrant city of Belfast. The hybrid working model further enhances work-life balance, allowing for flexibility and innovation in delivering HR consulting services.
