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Wealth Management Support Specialist

1 month ago

Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time

The Wealth Management Support Specialist will play a vital role in delivering top-notch financial planning and investment solutions to international investors and expatriates globally.

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Key Responsibilities:

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  • Client Support: Address client inquiries and provide exceptional service, ensuring prompt and professional responses to investment-related queries.
  • Data Management: Maintain and update client databases and records, ensuring data integrity and confidentiality.
  • Compliance and Procedures: Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.

We are looking for a detail-oriented individual with 2+ years of experience in a client service role, preferably within the financial services or wealth management industry.

A competitive salary range of $60,000 - $70,000 per annum, depending on experience, is offered.