At a Glance
- Tasks: Support client relationships by recording interactions and preparing service packs.
- Company: Join AAB, a leading firm in wealth management with a focus on client satisfaction.
- Benefits: Enjoy hybrid working, flexible hours, and opportunities for professional growth.
- Other info: Contribute to process improvements while ensuring compliance in a supportive environment.
- Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
- Qualifications: Financial services certifications in progress and experience in fast-paced environments.
The predicted salary is between 30000 - 40000 £ per year.
AAB is seeking a Client Relationship Support professional to join our Wealth team in Leeds.
You will record client interactions, prepare packs, and coordinate with investment providers to ensure timely, high‑quality service across the client journey.
Ideal candidates will have financial services certifications in progress and experience in fast‑paced environments, contributing to process improvements while maintaining regulatory compliance.
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Wealth Client Relations Support - Hybrid & Flexible Hours 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.
