Senior Financial Services Coordinator

23 hours ago


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

Wealth Management Client Services Advisor

Our client 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 Wealth Management Client Services Advisor will be responsible for addressing client queries and inquiries related to their investments. This role is essential in ensuring the smooth operation of the firm's services by maintaining the efficiency and accuracy of client documentation, managing communications, and supporting the advisory team's daily activities.

Key Responsibilities:

  • Address client inquiries and provide exceptional service, ensuring prompt and professional responses to investment-related queries.
  • Manage communications with clients, ensuring timely responses.
  • Maintain and update client databases and records, ensuring data integrity and confidentiality.
  • Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.
  • Collaborate with financial advisors and other team members to facilitate client services and ensure seamless operations.

Requirements:

  • 2+ years of experience in a client service role, preferably within the financial services or wealth management industry.
  • Able to work collaboratively within a team environment and contribute positively to the company culture.

This role offers a competitive salary of approximately £30,000 - £40,000 per annum, depending on experience. If you are a detail-oriented professional with a passion for supporting financial services, our client invites you to apply for this exciting opportunity.



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