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Financial Advisory Client Services Associate

Job in Wolverhampton, West Midlands, WV98, England, UK
Listing for: Aplaro Ltd
Full Time position
Listed on 2026-09-29
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Services, Financial Analyst, Accounting & Finance
Job Description & How to Apply Below

Raymond James in the United Kingdom is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role demands strong communication across phone, email, in-person, and virtual channels, plus the ability to organize and track many tasks in a fast-paced environment.

You will onboard new clients, open accounts, research client data, monitor transfers, and prepare reports for client meetings.

We are seeking a motivated Financial Advisory Client Services Associate to join Aplaro Ltd in United Kingdom.

The position is based in United Kingdom.

This opportunity is part of our work in Finance.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Financial Advisory Client Services Associate role in the description above.

Position Requirements
10+ Years work experience
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