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Wealth Management Client Services Specialist
Posted 6 hours 57 minutes ago by IDEX Consulting
Permanent
Full Time
Other
Sunderland, United Kingdom
Job Description
IDEX Consulting in Sunderland is seeking a Client Services Administrator to join its wealth management team. You will support Financial Advisers, Client Relationship Managers and Paraplanners to deliver an exceptional client experience and ensure compliant client administration.
You will handle client enquiries, maintain CRM records, and assist with new business processing, annual reviews, and meetings in a professional, client-focused environment.
IDEX Consulting
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