Wealth Management Investment Support Assistant

Wealth Management Investment Support Assistant

Full-Time 25650 - 31350 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support account opening and client service processes with excellent organisation skills.
  • Company: LGT Wealth Management UK LLP, a leading firm in the financial sector.
  • Benefits: Gain valuable experience in wealth management and develop your professional skills.
  • Other info: Opportunity to grow within a reputable company in London.
  • Why this job: Be part of a dynamic team and make a real difference in client services.
  • Qualifications: Strong organisational skills and a passion for client service.

The predicted salary is between 25650 - 31350 Β£ per year.

LGT Wealth Management UK LLP, based in London with offices across the UK, is seeking a highly organized administrative professional to support account opening and client service processes. In this role you will collate and distribute opening packs, monitor progress, respond to client queries, and liaise with custodians and providers to ensure accurate, timely documentation in line with our service standards.

Wealth Management Investment Support Assistant employer: LGT Wealth Management UK LLP

LGT Wealth Management UK LLP is an exceptional employer that fosters a dynamic and supportive work culture, ideal for those looking to grow in the tech and service sectors. With a focus on employee development, you will have access to training opportunities and mentorship while working in a vibrant London office that encourages collaboration and innovation. Join us to be part of a team that values your contributions and offers a rewarding career path in the financial services industry.

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Contact Details:

LGT Wealth Management UK LLP Recruitment Team

We think you need these skills to ace Wealth Management Investment Support Assistant

Organisational Skills
Client Service Skills
Communication Skills
Attention to Detail
Documentation Management
Progress Monitoring
Problem-Solving Skills