St. James’s Place Partner Practice is seeking a Client Services Administrator in Cheltenham to become the go-to contact for clients and third parties, providing high-level administrative support and managing client data with Salesforce.
You will submit new business, coordinate pension transfers and fund switches, and ensure timely processing of all activities. The role emphasizes strong IT and communication skills, organisation, discretion, and the ability to work with minimal supervision while
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Step into the Client Services Specialist - Wealth Management role at Burgh Recruitment Ltd (Financial Services) in Cheltenham, England, United Kingdom and grow with us.
This posting is for the Client Services Specialist - Wealth Management role at Burgh Recruitment Ltd (Financial Services), based in Cheltenham, England, United Kingdom.
We are looking to fill the Client Services Specialist - Wealth Management position at Burgh Recruitment Ltd (Financial Services) in Cheltenham, England, United Kingdom.