Wealth Client Services & Onboarding Specialist
Job in
Princes Risborough, Buckinghamshire, HP27, England, UK
Listed on 2026-01-11
Listing for:
7IM
Full Time
position Listed on 2026-01-11
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.
#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:
×