Wealth Management Client Services Specialist

Independent Resourcing Consultancy Ltd; Liverpool; On-site; GBP 25,000 - 28,000; Full time

Job summary

A prestige wealth advisory firm based in Liverpool is seeking a meticulous Wealth Management Client Services Advisor to enhance their client service operations. The ideal candidate will have over 2 years of experience in a client service role, strong organisational skills, and excellent communication abilities. This role focuses on addressing client inquiries, maintaining documentation, and ensuring seamless service delivery in a fast-paced environment. Competitive salary offered.

Qualifications

• 2+ years of experience in a client service role, preferably in financial services or wealth management.
• Strong organisational and multitasking abilities with attention to detail.
• Excellent verbal and written communication skills.

Responsibilities

• Address client inquiries and provide exceptional service.
• Prepare, process, and maintain client documentation.
• Act as the primary contact for clients, managing communications.

Skills

Organisational Skills

Communication Skills

Proactive Approach

Attention to Detail

Education

Relevant degree or certification in administration, finance, or related field

Tools

Microsoft Office Suite

Financial software or CRM systems

Job description

A prestige wealth advisory firm based in Liverpool is seeking a meticulous Wealth Management Client Services Advisor to enhance their client service operations. The ideal candidate will have over 2 years of experience in a client service role, strong organisational skills, and excellent communication abilities. This role focuses on addressing client inquiries, maintaining documentation, and ensuring seamless service delivery in a fast-paced environment. Competitive salary offered.