Daniels Recruitment is assisting a local wealth management firm to find a Client Services Administrator. This full-time role focuses on providing admin support to financial planners and maintaining excellent client relations.
The ideal candidate will have at least two years in a Financial Planning/Wealth Management setting, strong MS Office skills, and experience with Xplan. There is potential for growth within a collaborative team and supportive management.
#J-18808-Ljbffr
📌 Wealth Management Client Services Specialist (Newcastle City Council)
🏢 Daniels Recruitment
📍 Newcastle City Council
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.