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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This posting is for the Wealth Client Services Associate role at Financial Lifestyle Management Ltd., based in Greater London, England, United Kingdom.
We are seeking a motivated Wealth Client Services Associate to join Financial Lifestyle Management Ltd. in Greater London, England, United Kingdom.
Consider building your career as a Wealth Client Services Associate at Financial Lifestyle Management Ltd.
The Wealth Client Services Associate position in the Finance, Management & Operations field is open for applications.