Wealth Client Support Specialist

Titan Wealth; Harrogate; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm is looking for a Client Support Coordinator in Harrogate to assist financial advisers with maintaining client information, preparing reviews, and ensuring timely communication. Ideal candidates should have prior experience in the financial industry, strong attention to detail, and excellent communication skills. The role offers a competitive salary, private medical insurance, and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Hybrid working model

Qualifications

• Prior experience in the financial industry is a must.
• Must demonstrate strong attention to detail.
• Excellent communication skills are essential.

Responsibilities

• Assist financial advisers by maintaining client information.
• Prepare client reviews and ensure timely communication.

Skills

Attention to detail

Excellent communication

Experience in the financial industry

Job description

A financial services firm in Harrogate seeks a Client Support Coordinator to assist financial advisers. Responsibilities include maintaining client information, preparing client reviews, and ensuring timely communication. Ideal candidates will have prior experience in the financial industry, strong attention to detail, and excellent communication skills.

The role offers competitive salary, private medical insurance, and a hybrid working model.