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Financial Advisory Client Services Associate

Job in Belfast, County Antrim, BT1, Northern Ireland, UK
Listing for: Aplaro Ltd
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Services, Financial Analyst, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 26000 - 42000 GBP Yearly GBP 26000.00 42000.00 YEAR
Job Description & How to Apply Below

Raymond James in the United Kingdom is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role demands strong communication across phone, email, in-person, and virtual channels, plus the ability to organize and track many tasks in a fast-paced environment.

You will onboard new clients, open accounts, research client data, monitor transfers, and prepare reports for client meetings.

We are looking to fill the Financial Advisory Client Services Associate position at Aplaro Ltd in United Kingdom.

This posting is for the Financial Advisory Client Services Associate role at Aplaro Ltd, based in United Kingdom.

The Financial Advisory Client Services Associate role at Aplaro Ltd is now open for applications in United Kingdom.

Join us at Aplaro Ltd as our next Financial Advisory Client Services Associate in United Kingdom.

Position Requirements
10+ Years work experience
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