Customer Service Specialist in City of London
New Yesterday
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Job Description
An established, independently owned wealth management company is looking for a talented Client Service Manager to join its London team.
With a heritage and a reputation built on trust, integrity and exceptional client care, this is an opportunity to be part of a firm that truly goes above and beyond for the individuals, families and organisations it serves.
In this role, you’ll support portfolio managers, manage intermediate relationships, oversee client onboarding and documentation, and coordinate valuations and reporting.
It’s a position for someone who is organised, detail‑driven and confident in communicating with clients at a high standard.
We’re looking for candidates from a similar environment, with strong administrative skills and a record of working effectively with IFAs and intermediaries. IOC Level 3 (or working towards it) would be advantageous.
If you’re ready to join a growing business with a modern outlook and traditional values, this is an exciting opportunity.
Please note we are not looking for candidates who want to progress into a financial/investment advisory role.
If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.
- Location:
- City Of London
- Job Type:
- FullTime
