Wealth Management Admin & Client Services Specialist

Burgh Recruitment; England; On-site; GBP 24,000 - 32,000; Full time

Job summary

A notable recruitment agency is seeking a Wealth Management Administrator to support a financial practice in Hertfordshire. The role focuses on providing top-tier administration for clients and involves managing Salesforce. Candidates should have experience in financial services and strong IT and communication skills. This full-time position offers a chance for professional growth within a well-established company.

Qualifications

• Experience in financial services is required.
• Positive attitude and professional demeanor essential.
• Ability to work independently and with discretion.

Responsibilities

• Serve as the primary contact for clients and providers.
• Provide high-level administrative support.
• Process new business and fund transfers.
• Manage client details in Salesforce.

Skills

Excellent IT skills

Communication skills

Organizational skills

Experience with Salesforce CRM

Job description

A notable recruitment agency is seeking a Wealth Management Administrator to support a financial practice in Hertfordshire. The role focuses on providing top-tier administration for clients and involves managing Salesforce. Candidates should have experience in financial services and strong IT and communication skills. This full-time position offers a chance for professional growth within a well-established company.