×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Customer Service Rep Client Relationship Manager

Client Services Advocate - Hybrid Finance Engagement

Job in Wakefield, West Yorkshire, WF1, England, UK
Listing for: Heat Recruitment
Full Time position
Listed on 2025-12-30
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 23000 GBP Yearly GBP 23000.00 YEAR
Job Description & How to Apply Below
A growing financial planning firm is seeking a proactive Client Services Team Member in Wakefield. Responsibilities include leading client engagement, managing inquiries, and supporting adviser scheduling using Salesforce. The ideal candidate should have a background in customer service with a focus on outbound calls, excellent organisational skills, and be a strong team player.

This role offers a competitive salary of £23,000 plus bonuses, hybrid working, and additional benefits.
#J-18808-Ljbffr
Note 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:
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search