IDEX Consulting in Sunderland is seeking a Client Services Administrator to join its wealth management team. You will support Financial Advisers, Client Relationship Managers and Paraplanners to deliver an exceptional client experience and ensure compliant client administration.
You will handle client enquiries, maintain CRM records, and assist with new business processing, annual reviews, and meetings in a professional, client-focused environment.
#J-18808-LjbffrWealth Management Client Services Specialist in Sunderland employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
