Wealth Management Client Services Advisor

Our client is a prestigious private wealth advisory firm catering to international investors and expatriates globally. Renowned for delivering topnotch financial planning and investment solutions they are committed to excellence and innovation in the wealth management industry. As the firm continues to expand they are looking for a meticulous and organised...

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.As the firm continues to expand, they are looking for a meticulous and organised...

Our client is a prestigious private wealth advisory firm catering to international investors and expatriates globally. Renowned for delivering topnotch financial planning and investment solutions they are committed to excellence and innovation in the wealth management industry. As the firm continues to expand they are looking for a meticulous and organised...

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...

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 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...

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...

Job Overview:The Financial Services Administrator role is a vital part of the team at Click and Connect Online Limited, a renowned private wealth advisory firm. This position supports the operation of the firm's services by providing comprehensive administrative assistance to financial advisors.About the Role:This individual will be responsible for...

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...

Company Overview: My client is a distinguished private wealth advisory firm that serves international investors and expatriates across the globe.Known for providing exceptional financial planning and investment solutions, they are dedicated to maintaining excellence and innovation in the wealth management industry.As they continue to grow, they are seeking a...

Company Overview: My client is a distinguished private wealth advisory firm that serves international investors and expatriates across the globe. Known for providing exceptional financial planning and investment solutions they are dedicated to maintaining excellence and innovation in the wealth management industry. As they continue to grow they are seeking a...

Financial Services Operations CoordinatorIndependent Resourcing Consultancy Ltd seeks a diligent and organized professional to provide comprehensive administrative support to financial advisors, including scheduling meetings, preparing documents, and managing correspondence. The role involves maintaining and updating client databases and records, ensuring...

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...

**Role**: Client and Pet Care Advisor (Receptionist) **Salary**:£21,352.50 per annum **Location**:Blacks Veterinary Group, Dudley branch **Job Type**:Permanent, full-time **Hours**:37.5 hours per week, 1 weekend per month. Shifts will vary between 8.00-19.30 **Your role** Our Client and Pet Care Advisors are the face of the business and first...

**Role**: Client and Pet Care Advisor (Receptionist), Roaming Role **Salary**:£21,352.50 per annum **Location**:Blacks Veterinary Group **Job Type**:Permanent, full-time **Hours**:37.5 hours per week, 1 weekend per month. Shifts will vary between 8.00-19.30 and you will be required to travel between our 5 Branches (Dudley, Lye, Oldbury, Sedgley and...

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,...

Administrative Support Specialist Job Description:We are looking for a highly organized and detail-oriented individual to join our team as an Administrative Support Specialist. In this role, you will provide administrative support to our financial advisors, ensuring the smooth operation of our services.

Company Overview: My client is a prestigious private wealth advisory firm dedicated to serving international investors and expatriates globally. Renowned for delivering exceptional financial planning and investment solutions, they are committed to excellence and innovation in wealth management. As they continue to expand their operations, they are seeking a...

**Customer Service Advisor - Home Working / Full Time** **Role Profile**: ***Must be based in Dudley** **Contract**: Temporary to Permanent **Hourly Rate**: £10.42ph - Paid Weekly **Full Time**: Monday - Friday - Must be fully flexible between 8am-6pm; **Paid Training**: 2 weeks of full time office based training 9am - 5pm. Home working after...