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Wealth Client Services Associate - Onboarding & Support
Posted 1 day 23 hours ago by Seven Investment Management
Permanent
Full Time
Other
London, United Kingdom
Job Description
Seven Investment Management seeks a proactive Client Services Assistant to support Advisers and ensure smooth onboarding of new clients. You will help schedule and attend meetings, prepare SOS, and manage new business applications with attention to detail.
Role requires experience in wealth management, strong Excel skills and proficiency with Xplan. Collaboration with Operations and a focus on compliant administration are essential.
Seven Investment Management
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