Client Services Executive , Investment Support , Wealth Management, Bristol

Client Services Executive , Investment Support , Wealth Management

41 Days Old

The Role: The Client Services Executive will sit within a top performing Relationship Management team for a highly prestigious Wealth Management firm based in Bristol. The Client Services Executive will be dealing with client queries including day to day account opening, trading on portfolios, payments, general investment administration e.g. processing asset transfers / cash transfers. The Client Ser...

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Location:: Bristol
Job Type:: FullTime
Category:: Customer Service & Support

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