At a Glance
- Tasks: Handle client enquiries and support financial advisers with data-driven insights.
- Company: Join RBC Brewin Dolphin, a leading firm in wealth management.
- Benefits: Enjoy a competitive salary, flexible remote work, and a supportive team environment.
- Other info: Collaborative team culture with opportunities for growth and learning.
- Why this job: Gain valuable experience while making a real difference in client services.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
RBC Brewin Dolphin in London is seeking a Client Services Specialist to join a collaborative team.
The role focuses on handling client enquiries, directing referrals to advisers, and supporting data-driven insights.
You will work closely with financial advisers and internal teams in a roles that balances learning with increasing responsibility.
The position is office-based with up to one remote day per week, 35 hours per week, and a salaried employment type.
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We think you need these skills to ace Wealth Client Services & Referrals Specialist
Client Enquiry Handling
Referral Management
Data-Driven Insights
Collaboration
Communication Skills
Financial Advising Support
Responsibility Management
