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, solid MS Office skills, and experience with Xplan. There is potential for growth within a team-oriented team and supportive management.
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📌 Wealth Management Client Services Specialist Newcastle City Council
🏢 Daniels Recruitment
📍 Newcastle City Council
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