Customer Service Representative

1 week ago


City Of London, United Kingdom Page Personnel Sales Full time

About Our Client

Page Personnel Sales is an independent investment advisory firm, specialising in wealth management for high-net-worth individuals.

Job Description

As a Client Services Representative, you will be the primary contact for client inquiries, addressing needs related to investments, cash management, and trading.

You will handle client onboarding, regulatory reviews, and ongoing client document management.

Additionally, you will provide operational and administrative support to the investment team in portfolio management and trade execution.

The Ideal Candidate

You will have 2-3 years of experience as a Client Services Representative or similar role.

You will have experience in wealth management, private banking, or asset management, with strong knowledge of capital markets and experience executing trades.

FCA registration and a Level 4 RDR-compliant qualification are required, but support will be given to complete this if needed.

What's on Offer

You will receive 25 days of holiday (plus bank holidays), a workplace pension scheme, and other insurance benefits.

The firm is committed to supporting professional development for long-term career growth.



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