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Wealth Management Client Services Specialist
Job in
Sunderland, Tyne and Wear, CA13, England, UK
Listed on 2026-07-22
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
IDEX Consulting in Sunderland is seeking a Client Services Administrator to join its wealth management team. You will support Financial Advisers, Client Relationship Managers and Paraplanners to deliver an exceptional client experience and ensure compliant client administration.
You will handle client enquiries, maintain CRM records, and assist with new business processing, annual reviews, and meetings in a professional, client-focused environment.
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