Wealth Management Client Experience Specialist

Wealth Management Client Experience Specialist

Full-Time No working from home possible
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IPOE Consulting in Edinburgh is seeking a Client Services Executive to join its Portfolio Management team. This permanent role offers a salary of Β£35,000 and the opportunity to work in a respected wealth management firm.

The successful candidate will have around two years of client services experience, excellent communication skills, and a willingness to learn. The position involves supporting clients and portfolio managers while maintaining regulatory standards.

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Contact Details:

IPOE Consulting Recruitment Team