At a Glance
- Tasks: Be the go-to person for clients, guiding them through financial plans and requests.
- Company: Mercury Wealth Management Limited, a leader in client-focused financial services.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Join a supportive team dedicated to excellence in client service.
- Why this job: Make a real difference in clients' financial journeys while building valuable skills.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 49500 - 60500 £ per year.
Mercury Wealth Management Limited is seeking a Client Services Associate to be a main point of contact for clients, guiding them through ongoing requests, annual planning meetings and the implementation of financial plans.
You will collaborate with financial planners, paraplanners and Client Operations Associates to ensure clear communication, timely updates and a consistently high standard of service.
Client Experience Specialist – Wealth Management employer: Mercury Wealth Management Limited
Mercury Wealth Management Limited is an exceptional employer that prioritises client satisfaction and employee development. With a collaborative work culture, employees are encouraged to grow their skills through ongoing training and mentorship, all while enjoying the benefits of working in a supportive environment dedicated to excellence in wealth management.
Contact Details:
Mercury Wealth Management Limited Recruitment Team
