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Operations & Client Support Administrator - Finance

Posted 6 days 7 hours ago by Wren Sterling Group

Permanent
Full Time
Other
Scotland, United Kingdom
Job Description

Wren Sterling Group in Scotland is seeking a full-time Client Engagement Support Specialist focused on client service and retention. Your role will involve managing client contacts and ensuring that service promises are delivered effectively. You will prepare client mailings and maintain records, assisting advisors in regular client reviews.

The ideal candidate should have over a year of experience in a financial advisory environment and strong IT skills, specifically with Microsoft packages and Intelligent Office. This position comes with various benefits including a generous holiday package, ongoing professional development support, and pension contributions.

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