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Wealth Client Services Associate — Impactful Onboarding

Job in Princes Gate, Pembrokeshire, SA67, Wales, UK
Listing for: 7IM
Full Time position
Listed on 2026-05-17
Job specializations:
  • Administrative/Clerical
    Data Entry
Salary/Wage Range or Industry Benchmark: 40000 - 60000 GBP Yearly GBP 40000.00 60000.00 YEAR
Job Description & How to Apply Below
Location: Princes Gate

7IM in Princes Gate, Wales, is offering an entry-level position in Client Services aimed at school leavers or recent graduates eager to start their professional careers. The role involves supporting advisers in providing exceptional service, processing new client onboarding, managing ad hoc payments, and ensuring accuracy in client communications. Ideal candidates will have strong numerical and literacy skills alongside proficiency in Microsoft Office, particularly Excel.

A proactive and detail-oriented approach is essential.
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Position Requirements
10+ Years work experience
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