Wealth Management Client Support Associate

Are you a detail-oriented professional with a passion for supporting financial services? Do you have 2+ years of experience in a client service role, preferably within the financial services or wealth management industry? If so, we invite you to apply for the Wealth Management Associate position at Click and Connect Online Limited.In this role, you will be...

About Our TeamWe are an independent resourcing consultancy providing bespoke solutions to top-tier private wealth advisory firms. As we continue to expand, we are looking for a detail-oriented professional to support our client service operations. We are committed to excellence and innovation in the wealth management industry.What You Will DoThis role offers...

Wealth Management Client Services ProfessionalEstimated Salary: $60,000 - $80,000 per annum.At Click and Connect Online Limited, we are seeking a detail-oriented Wealth Management Client Services Professional to join our team. The ideal candidate will have strong organisational skills, attention to detail, and a proactive approach to handling client service...

At Independent Resourcing Consultancy Ltd, we are seeking a highly skilled Wealth Management Client Services Advisor to join our team. This exciting opportunity is ideal for an experienced professional with a passion for delivering exceptional client service and administrative support.Company Overview:Our client is a reputable private wealth advisory firm...

Click and Connect Online Limited is a leading private wealth advisory firm dedicated to delivering exceptional financial planning and investment solutions to international investors and expatriates. As a Financial Services Specialist, you will play a vital role in enhancing our client service operations by addressing client inquiries and providing expert...

Job OverviewWe are seeking a Wealth Management Coordinator to join our team at Click and Connect Online Limited. As a key member of our client service operations, you will be responsible for providing exceptional support to our clients.Key Responsibilities:Address client inquiries and provide prompt and professional responses.Maintain accurate and up-to-date...

About the RoleIndependent Resourcing Consultancy Ltd is seeking a detail-oriented and organized Financial Services Administrator to join their team. This individual will provide comprehensive administrative support to financial advisors, ensuring the smooth operation of the firm's services.Responsibilities:Providing administrative assistance to financial...

About the Role:We are seeking an experienced Wealth Management Client Services Advisor to join our team at Independent Resourcing Consultancy Ltd. As a key member of our advisory team, you will be responsible for providing exceptional client service and administrative support.Key Responsibilities:Client Support: Address client inquiries and provide...

Company OverviewStepStone Private Wealth is a global firm providing tailored investment solutions, advisory services, and impactful insights to investors. Leveraging their platform and peerless intelligence, they help clients succeed in the private markets.Job DescriptionThe Summer Intern will support due diligence efforts globally, focusing on evergreen...

Wealth Advisory Services - Assistant Role OverviewAs part of our dedicated wealth advisory services team at Independent Resourcing Consultancy Ltd, you will play a vital role in delivering exceptional client experiences. In this dynamic and ever-evolving role, you will collaborate with our senior advisors to manage client relationships, address their...

Client Experience Enhancement SpecialistEstimated Salary: $55,000 - $75,000 per annum.We are looking for a skilled Client Experience Enhancement Specialist to join our team at Click and Connect Online Limited. The successful candidate will have strong organisational skills, attention to detail, and a proactive approach to handling client service tasks.About...

Wealth Management Client Services AdvisorAt Independent Resourcing Consultancy Ltd, we are seeking a meticulous and organised Wealth Management Client Services Advisor to join our team and enhance our client service operations. This role is essential in ensuring the smooth operation of our services by maintaining the efficiency and accuracy of client...

About the JobWe are recruiting for a Retail Pest Management Technician to join our pest control services team at City Facilities Management. The successful candidate will be responsible for providing expert advice and support to our retail clients on all aspects of pest control.You will have a strong background in pest control, with experience working in a...

About the RoleWe are looking for a Client Support Specialist to join our team at Click and Connect Online Limited. As a key member of our client service team, you will be responsible for providing exceptional support to our clients.Responsibilities:Address client inquiries and provide prompt and professional responses.Maintain accurate and up-to-date client...

Job OverviewWe are seeking a Client Relationship Specialist to join our team at Chapman Tate Associates. As an IT Customer Support Account Manager, you will be responsible for building and maintaining strong relationships with clients, providing expert-level technical support and guidance, and identifying potential problems to provide proactive...

Administrative Support Specialist - Financial ServicesWe are looking for a highly organized and detail-oriented professional to join our team as an Administrative Support Specialist - Financial Services. As a key member of our operations team, you will provide comprehensive administrative support to our financial advisors, including scheduling meetings,...

Job OverviewIndependent Resourcing Consultancy Ltd is seeking a highly organized and detail-oriented Wealth Management Client Services Advisor to join their team in Dudley.About the RoleThis role is essential in ensuring the smooth operation of client service operations by maintaining the accuracy and efficiency of client documentation, managing...

Role OverviewThe Financial Services Administrator plays a crucial role in supporting the financial advisors' team at Independent Resourcing Consultancy Ltd. This individual will be responsible for providing administrative assistance, including scheduling meetings, preparing documents, and managing correspondence.Key Responsibilities:Scheduling meetings and...

Our client, Click and Connect Online Limited, is a prestigious private wealth advisory firm catering to international investors and expatriates globally. Renowned for delivering top-notch financial planning and investment solutions, they are committed to excellence and innovation in the wealth management industry.The ideal candidate will have strong...

We are seeking an Inventory Management Associate to join our logistics team in Dudley, United Kingdom. The successful candidate will be responsible for maintaining inventory accuracy, preparing orders, and ensuring the warehouse runs efficiently.Key Responsibilities:Loading and unloading goods for storage and distribution.Picking, packing, and preparing...