Craven Street Wealth is seeking a highly motivated Client Services Executive to support the growing Client Services team. You will collaborate with financial planners and colleagues to process new and existing business, and maintain accurate client records.
The role is full-time and permanent, with exploring flexible working patterns. You will engage in client administration, meetings, correspondence, and liaison with providers to ensure exemplary service.
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Client Services Executive for Wealth Management employer: Novia Financial plc
Wealthtime, as part of the Quanta group, is an exceptional employer that prioritises a supportive work culture and employee development. With a focus on regulatory compliance, you will have the opportunity to engage in meaningful work while benefiting from a collaborative environment that encourages professional growth and offers unique insights into the financial crime landscape.
