Wealth Client Services & Onboarding Associate

Wealth Client Services & Onboarding Associate

Full-Time No working from home possible
Job Search Place Limited

Job Search Place Limited in Easter Howgate, Scotland is seeking a Client Services Associate. This role offers an excellent opportunity for school leavers or graduates eager to start a career in wealth management. Responsibilities include client onboarding, payment setups, cash reconciliations, and effective communication with clients.

The ideal candidate will be proactive, detail-oriented, and proficient in MS Word and Excel. A levels are needed along with a commitment to further industry examination.

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Job Search Place Limited

Contact Details:

Job Search Place Limited Recruitment Team