Client Experience Specialist – Wealth Management
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-08-13
Listing for:
Mercury Wealth Management Limited
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Mercury Wealth Management Limited is seeking a Client Services Associate to be a main point of contact for clients, guiding them through ongoing requests, annual planning meetings and the implementation of financial plans.
You will collaborate with financial planners, paraplanners and Client Operations Associates to ensure clear communication, timely updates and a consistently high standard of service.
#J-18808-LjbffrNote that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×