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Financial Services Bank Customer Service Banking & Finance Financial Consultant

Financial Advisory Client Services Specialist

Job in Carlisle, Cumbria County, CA1, England, UK
Listing for: PowerToFly
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Services, Bank Customer Service, Banking & Finance, Financial Consultant
Job Description & How to Apply Below
A financial services firm in the United Kingdom is seeking a Registered Client Service Associate to deliver outstanding support to Financial Advisors. The role focuses on building and maintaining client relationships, onboarding new clients, and executing transactions. Ideal applicants should hold at least a high school diploma, with an emphasis on a college education and relevant industry experience. Strong organizational and interpersonal skills are essential for success in this fast-paced environment.
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