Client Support Specialist

1 month ago


Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time
About the Job
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
  1. Support Advisors with day-to-day tasks and client meetings
  2. Prepare client meeting packs and other documents as required
  3. 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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