Job Description
Liverpool, United Kingdom
£25,000 - 28,000 (British Pound Sterling)
About the job Wealth Management Client Services Advisor
Our client is a prestigious private wealth advisory firm catering to international investors and expatriates globally. Renowned for delivering top-notch financial planning and investment solutions, they are committed to excellence and innovation in the wealth management industry. As the firm continues to expand, they are looking for a meticulous and organised Wealth Management Client Services Advisor to join their team and enhance their client service operations.
Role Overview
The Wealth Management Client Services Advisor will be responsible for addressing client queries and inquiries related to their investments. This role is essential in ensuring the smooth operation of the firm's services by maintaining the efficiency and accuracy of client documentation, managing communications, and supporting the advisory team's da...