_{07th April, 2025}

A well-established large Private Wealth organisation has an exciting opportunity for a Client Service Associate. Working closely supporting Private Wealth Advisers, you will have full onboarding and be a key figure in assisting a range of HNW type clients. 

The Role
  
Support a team of Senior Financial Advisers in the provision of advice and ongoing service to new and existing HNW clients. To ensure the professional and courteous delivery of service to the clients and increase productivity for the Adviser.

Duties and Responsibilities

• Respond to all customer enquiries within agreed timeframes and in adherence with quality and compliance standards
• Maintain client files and support financial advisers with administrative duties 
• Maintain the client contact database
• Contribute ideas/suggestions during team meetings and one-on-one with the management team

• 3 + years administration experience within financial services
• Excellent communication skills
• Interest in financial services