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Client Services Associate: Financial Advisory
Job in
Carlisle, Cumbria County, CA1, England, UK
Listed on 2025-12-30
Listing for:
PowerToFly
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Services
Job Description & How to Apply Below
A financial services firm in the United Kingdom is looking for a Registered Client Service Associate to provide exceptional service and support to Financial Advisors. The ideal candidate will possess a high school diploma or equivalency, with a preference for a college degree and industry experience. The role involves building client relationships, onboarding, and maintaining accounts, as well as executing transactions.
Strong interpersonal and organizational skills are crucial for success in this position.
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Position Requirements
10+ Years
work experience
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