St. James’s Place Partner Practice is seeking a Client Services Administrator in Cheltenham to become the go-to contact for clients and third parties, providing high-level administrative support and managing client data with Salesforce.
You will submit new business, coordinate pension transfers and fund switches, and ensure timely processing of all activities. The role emphasizes strong IT and communication skills, organisation, discretion, and the ability to work with minimal supervision while
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Client Services Specialist - Wealth Management in Cheltenham employer: Burgh Recruitment Ltd (Financial Services)
St. James’s Place plc is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Chorley, Lancashire. With competitive salaries, comprehensive benefits, and ample opportunities for professional growth, employees are empowered to excel in their roles while contributing to meaningful financial planning solutions. Join a team that values expertise and supports your career development in a thriving hybrid work environment.
Contact Details:
Burgh Recruitment Ltd (Financial Services) Recruitment Team
