Client Support Specialist
1 month ago
A Client Services Administrator is required to work in our office-based team, supporting Advisors with business tasks and client meetings. With a focus on delivering excellent service, you will be responsible for making appointments, preparing client meeting packs and handling client calls.
Your Key Tasks
- Support Advisors with day-to-day tasks and client meetings
- Prepare client meeting packs and other documents as required
- Input CFR documents on Salesforce and process fund switches and withdrawals
This role offers a competitive salary of £23,000 - £27,000 plus benefits, making it an attractive opportunity for those looking to develop their career in Wealth Management.
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