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Wealth Client Services & Onboarding Specialist

Job in Princes Risborough, Buckinghamshire, HP27, England, UK
Listing for: 7IM
Full Time position
Listed on 2025-12-30
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Job Description & How to Apply Below
A financial services firm in Princes Risborough is seeking a Client Services Associate to assist Advisers in providing exceptional service to clients and support onboarding new clients. The ideal candidate will have 2-3 years of experience in Wealth Management and strong skills in client service and administration. Proficiency in Microsoft Office and CRM systems is required. This full-time position is ideal for proactive individuals eager to enhance service efficiency and client satisfaction.
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