Client Services Admin: Wealth Management (Five Weeks PTO) (Newcastle City Council)

Client Services Admin: Wealth Management (Five Weeks PTO) (Newcastle City Council)

24 Sep
|
Daniels Recruitment
|
Newcastle City Council

24 Sep

Daniels Recruitment

Newcastle City Council

Daniels Recruitment is seeking a Client Services Administrator for a Wealth Management practice in Newcastle. You will support Financial Advisors, manage client appointments and diary schedules, and coordinate client documentation for meetings and reviews.

Role includes ongoing client liaison, CRM updates, event support, and handling ad hoc requests. Training will be provided; energy and solid communication are essential.

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📌 Client Services Admin: Wealth Management (Five Weeks PTO) (Newcastle City Council)
🏢 Daniels Recruitment
📍 Newcastle City Council

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