Mattioli Woods Limited is seeking an exceptional Client Liaison Administrator to join our team.
This role will be the first point of contact for clients, provide dedicated support to advisers, manage diaries, prepare meeting packs, and coordinate meetings from booking through greeting on arrival, and handle processes like new business, fund switches, LOA, and agency procedure changes end to end using Xplan workflows.
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Client Liaison Administrator | Hybrid Work & Growth in Wealth in Kingswood employer: Mattioli Woods Limited
At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative work culture. As a Product Finance Assistant, you'll enjoy a competitive salary, a 34.5-hour working week, and the flexibility of hybrid working, all while contributing to meaningful projects that enhance our fee operations. With ample opportunities for training and career progression, you will be empowered to make a tangible impact in a dynamic environment that values your expertise and growth.
