Lombard Private Clients in City of London seeks an organized administrator to support wealth management operations and non-advisory functions. You will help manage client relationships, coordinate meetings, and ensure seamless communication with clients, providers and internal teams.
Join a supportive environment with opportunities to pursue professional qualifications, a competitive remuneration package up to £30k, and pension, bonus structure, and social impact initiatives after probation.
Wealth Management Client Services Specialist in City of London employer: Lombard Private Clients
Lombard Private Clients is an exceptional employer dedicated to empowering private client families in London to achieve financial clarity and wellbeing. With a strong focus on professional growth, we offer continuous investment in your development, including progression towards Chartered status, all within a supportive and collaborative team environment. Join us to make a meaningful impact on clients' lives while working alongside passionate professionals who share your commitment to excellence in financial planning.
