Orla Rose Associates in London is seeking a Client Service Executive for the Professional Advisor Services team, a leading wealth management firm. This fast-paced role supports Independent Financial Advisers with day-to-day administration and direct client contact, about 15% of the role.
Ideal candidates have 1–3 years of relevant experience, CRM familiarity, and strong communication skills to build relationships with advisers and clients in a busy office environment.
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Graduate Client Services Associate – Wealth Management employer: Orla Rose Associates
Join a dynamic Operations team in London where your expertise in reconciliations and transaction reporting will be valued and nurtured. We pride ourselves on fostering a collaborative work culture that encourages professional growth, offering opportunities for skill enhancement and career advancement within the financial services sector. With a strong commitment to regulatory compliance and operational excellence, we provide a supportive environment that empowers our employees to thrive and make a meaningful impact.
