Client Services Specialist – Financial Services Admin

Client Services Specialist – Financial Services Admin

Full-Time On-site
B

Brook Street Recruitment in Belfast is assisting a client to recruit an experienced Client Services Administrator / Financial Services Administrator to join their growing team. This role supports financial advisers and delivers a first-class service to clients in a busy IFA environment.

You will prepare annual review packs, maintain client records, respond to queries, liaise with advisers and providers, and assist with accounts and planning processes, ensuring regulatory and company procedures

#J-18808-Ljbffr

Client Services Specialist – Financial Services Admin employer: Brook Street

Join a dynamic and supportive team at a leading higher education institution in Bath, where your skills as a Digital Print Assistant will be valued and nurtured. With a focus on professional development and a commitment to delivering high-quality work, you'll enjoy a collaborative work culture that prioritises customer service and excellence. This role offers the unique advantage of working in an educational environment, providing opportunities for growth and learning while contributing to meaningful projects.

B

Contact Details:

Brook Street Recruitment Team