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Wealth Client Services Associate

Posted 13 days 18 hours ago by Financial Lifestyle Management Ltd.

Permanent
Full Time
Other
London, United Kingdom
Job Description

Livevacancies in London seeks an organized, proactive administrator to support busy Financial Advisers and deliver quality client service. You will handle client onboarding, records, and regulatory tasks, acting as a reliable point of contact for planners and clients.

The role requires strong communication, problem solving and team collaboration in a fast-paced financial services environment. Financial services experience is preferred, with proficiency in Salesforce and MS Office.

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