Wealth Client Services Associate

Wealth Client Services Associate

Full-Time On-site
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Livevacancies in London seeks an organized, proactive administrator to support busy Financial Advisers and deliver quality client service. You will handle client onboarding, records, and regulatory tasks, acting as a reliable point of contact for planners and clients.

The role requires strong communication, problem solving and team collaboration in a fast-paced financial services environment. Financial services experience is preferred, with proficiency in Salesforce and MS Office.

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Wealth Client Services Associate employer: Livevacancies

At Livevacancies, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to excel in their roles. As a Master Production Scheduler & Controller, you will benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to safety and process improvement. Located in a vibrant area, our company offers a dynamic environment where your contributions directly impact our success and growth.

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Contact Details:

Livevacancies Recruitment Team