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Financial Advisory Client Services Specialist
Job in
Carlisle, Cumbria County, CA1, England, UK
Listed on 2026-01-11
Listing for:
PowerToFly
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service
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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