IDEX Consulting Ltd in Nottingham is seeking an experienced client services professional to manage a portfolio of clients, acting as the main contact and ensuring a first-class service throughout the relationship.
You will collaborate with Financial Planners, technical teams and advisers to implement recommendations efficiently, maintain CRM records, and uphold regulatory compliance while delivering proactive, high-quality client care.
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The Wealth Client Services Specialist position in the Finance field is open for applications.
We have an opening for a Wealth Client Services Specialist in Nottingham, England, United Kingdom within Finance.
This role, Wealth Client Services Specialist at IDEX Consulting, could be your next move.
Are you ready to take on the Wealth Client Services Specialist role at IDEX Consulting?
We would love to welcome a new Wealth Client Services Specialist to our organisation in Nottingham, England, United Kingdom.