AFH Wealth Management in Bishop's Stortford is seeking a Client Services Executive to provide administrative and technical support to our Financial Advisers and clients. The role is full-time and permanent, with hybrid working opportunities, and offers a competitive salary plus a range of benefits.
You will act as the first point of contact for client queries, manage relationships with advisers and clients, liaise with providers, and assist with reports, illustrations and new business packs
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Hybrid Wealth Management Client Services Specialist employer: AFH Financial Group.
AFH Financial Group is an exceptional employer that prioritises a client-first service approach, fostering a supportive and collaborative work culture in the vibrant town of Bishop's Stortford. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while working in a dynamic environment that values teamwork and innovation.
