Wealth Management Client Services Administrator

Ellis James Partners Ltd in Elstree, Hertfordshire, is seeking a Client Administrator to support day-to-day delivery of a high-quality service to clients. The role involves active client contact, onboarding, and collaboration with advisers to move cases forward.

You will handle meetings prep, maintain records, and assist with investment and pension matters, while developing a good understanding of pensions, investments, and protection within a wealth-management context.

This role, Wealth Management Client Services Administrator at Ellis James Partners Ltd, could be your next opportunity.

Consider building your career as a Wealth Management Client Services Administrator at Ellis James Partners Ltd.

The Wealth Management Client Services Administrator position in the Management & Operations, IT & Technology field is open for applications.

We have an opening for a Wealth Management Client Services Administrator in Elstree, England, United Kingdom within Management & Operations, IT & Technology.