Artemis Clarke Ltd in Ipswich is seeking an experienced Wealth Administrator (SJP) to support Financial Advisers with administration, business processing, and client liaison. The office-based role requires accuracy and strong communication across CRM platforms, including Salesforce.
Key duties include preparing client review materials, managing letters of authority, updating the CRM, and coordinating meetings.
#J-18808-LjbffrWealth Administration Specialist - Client Liaison & CRM in Ipswich employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
