Y TREE is a rapidly growing WealthTech business redefining how clients engage with their money from our London office. We are seeking a proactive Client Services Analyst to own client operations, transfers, and data integrity as we move toward Chartered Financial Adviser status.
You’ll serve as the escalation point for client-related operational tasks, manage cash movements, invoicing, and payments, and ensure strict SLAs.
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Trainee Financial Adviser: WealthTech Client Services employer: Y TREE
Y TREE is an exceptional employer that fosters a dynamic and innovative work culture, perfect for those passionate about technology and AI. With a strong emphasis on employee growth, we offer opportunities to collaborate with talented professionals in a hybrid environment, ensuring a balance between teamwork and independent thinking. Our commitment to modern engineering practices and the use of cutting-edge tools empowers our team to create impactful client experiences in the heart of London.
