Client Services Specialist — Career Growth & Study Support
Job in
Watford, Hertfordshire, NN6, England, UK
Listed on 2026-08-08
Listing for:
Anthony Alexandra
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
St. James’s Place Wealth Management practice near Watford is expanding and seeking an experienced Client Services Administrator to join a collaborative team.
The role offers genuine long-term career opportunities with clear progression into Paraplanning, Practice Management, or Financial Advice. Responsibilities include supporting Financial Advisers, coordinating client meetings, processing applications, maintaining CFR records, and ensuring smooth case progression.
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