At a Glance
- Tasks: Support financial advisors and manage client paperwork and transactions.
- Company: Job Search Place Limited, a leader in wealth management services.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Join a dynamic team and thrive in a fast-paced environment.
- Why this job: Engage with clients and make a difference in their financial journeys.
- Qualifications: Strong customer service skills and excellent organisation abilities.
The predicted salary is between 30000 - 40000 £ per year.
Job Search Place Limited is hiring a Client Service Specialist in the United Kingdom.
The ideal candidate will have strong customer service skills and the ability to support financial advisors.
Daily tasks will include paperwork and transaction follow-ups, as well as participating in meetings to review client portfolios.
This position demands excellent organization and communication skills, suitable for an energetic professional willing to engage with clients frequently.
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We think you need these skills to ace Wealth Management: Dynamic Client Service Specialist
Customer Service Skills
Support for Financial Advisors
Paperwork Management
Transaction Follow-Ups
Client Portfolio Review
Organisational Skills
Communication Skills
