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Client Success & CRM Specialist

Job in Reading, Berkshire, RG1, England, UK
Listing for: Artemis Clarke Ltd
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst
Job Description & How to Apply Below

Artemis Clarke Ltd is recruiting a Client Services Executive for a well-established financial services firm near Leatherhead, Surrey. You will work with senior paraplanners and financial advisers to support the existing client bank and help take on new clients.

Key responsibilities include aftercare, handling information requests, assisting with top-ups, transfers and withdrawals, and managing the client annual review process with quarterly valuation reports.

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