Client Service Admin - Private Wealth, Flexible Hours

Eden Rose; Bishop's Stortford; Presencial; GBP 28.000 - 40.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Free onsite parking

28 days holiday

Pension: 5% employee & 5% employer

Discretionary bonus

Private Medical Insurance

Career progression

Descripción de la vacante

Eden Rose in Bishop’s Stortford is seeking a Client Service Administrator to join a top-tier advisory and investment firm. The role focuses on managing client relationships, coordinating with specialists, and delivering strategic wealth guidance in a private office setting.

The position offers a clear path for growth within a small, senior team, with flexible hours and strong professional development opportunities, including exams to CISI/CII Level 4.

Formación

• Background in private client advisory such as family office, boutique wealth firm, or private banking.
• A natural relationship builder: emotionally intelligent, commercially sharp, and credible with sophisticated clients.
• Someone who listens, advises.

Responsabilidades

• Lead relationship holder: trusted, strategic, and proactive in client engagement.
• Collaborate with investment, tax, business exit planning, and structuring specialists to deliver joined-up advice.
• Help clients with personal wealth and business success.

Conocimientos

Relationship building

Private banking experience

Client advisory

Emotional intelligence

Descripción del empleo

Eden Rose in Bishop’s Stortford is seeking a Client Service Administrator to join a top-tier advisory and investment firm. The role focuses on managing client relationships, coordinating with specialists, and delivering strategic wealth guidance in a private office setting.

The position offers a clear path for growth within a small, senior team, with flexible hours and strong professional development opportunities, including exams to CISI/CII Level 4.