Schroders' Cazenove Capital in London is seeking an experienced Wealth Planning Client Support Executive to provide proactive administration to Wealth Planners and Paraplanners, ensuring accurate new and existing client documentation.
You will pre-populate letters, obtain quotes, process applications, and support servicing tasks such as pensions, investment bonds, withdrawals and fees, while maintaining accurate records and a strong client-focused approach.
#J-18808-Ljbffr
This posting is for the Wealth Planning Client Support Specialist role at Schroders, based in Greater London, England, United Kingdom.
As a Wealth Planning Client Support Specialist, you will play an important part at Schroders in Greater London, England, United Kingdom.
We invite applications for the Wealth Planning Client Support Specialist position located in Greater London, England, United Kingdom.
The following opening is for a Wealth Planning Client Support Specialist with Schroders.