Wealth Client Relations Specialist (Hybrid)

Posted 3 days 8 hours ago by AAB group

Permanent
Full Time
Other
Yorkshire, Leeds, United Kingdom, LS1 8
Job Description

AAB Group is a leading professional services firm providing wealth management and related advisory services across the UK. We are expanding our Leeds team to support client relationships and wealth operations.

This permanent role focuses on accurate client record-keeping, preparing client packs, and coordinating with investment providers to ensure timely, high-quality service. You will contribute to a client-centric culture and continuous improvement.