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Wealth Management Client Services Associate (Hybrid)

Posted 7 hours 56 minutes ago by IDEX Consulting

Permanent
Full Time
Other
Staffordshire, Birmingham, United Kingdom, B19 1
Job Description

IDEX Consulting is seeking a Client Services Associate in Birmingham to support Financial Advisers and deliver exceptional client service. You will handle account processes including withdrawals and transfers, ensuring clients receive first-class service.

This role is ideal for graduates looking to begin a career in wealth management, with opportunities for professional qualification support and career progression in a collaborative team environment.

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