Wealth Management: Client Service Specialist
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-07-09
Listing for:
Job Search Place Limited
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Location: Newcastle upon Tyne
Job Search Place Limited is hiring a Client Service Specialist in the United Kingdom. The ideal candidate will have strong customer service skills and the ability to support financial advisors. Daily tasks will include paperwork and transaction follow-ups, as well as participating in meetings to review client portfolios.
This position demands excellent organization and communication skills, suitable for an energetic professional willing to engage with clients frequently.
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