Client Services Associate

About the Company

Our client, a long-established wealth management firm with an excellent record of managing the wealth of HNW clients, seeks a professional Clients Service Associate for their growing team.

About the Role

In this role, you will be responsible for supporting the Senior Investment Advisor by nurturing relationships with long term High Net Worth clients and providing optimum administrative and client support to the investment management team.

What the Opportunity Offers You

• A place to work where you are not just a number but an integral part of a great investment team and where your ideas count.
• The opportunity to work with a fun team in a low stress, caring and collaborative environment.
• High personal satisfaction in offering an investment service that is beneficial for the financial wellness of clients and their families.

Responsibilities

• Providing a high-level of administr...