Wealth Management Client Support Lead
Eden Resourcing is seeking an Administration and Client Support professional to join our Holistic Wealth Management team in Cambridge. The role covers new business administration, client reviews and day-to-day queries, while ensuring compliance and smooth office operation.
You will support a Senior Consultant and Paraplanner, liaising with clients and providers, and manage room setups for meetings. Strong IT skills and proactive approach are essential.
The Wealth Management Client Support Lead role at Eden Resourcing is now open for applications in United Kingdom.
Join us at Eden Resourcing as our next Wealth Management Client Support Lead in United Kingdom.
We are currently recruiting a Wealth Management Client Support Lead for our team in United Kingdom.
This is an excellent position to take on the Wealth Management Client Support Lead role at Eden Resourcing.
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