IDEX Consulting Ltd in Nottingham is seeking an experienced client services professional to manage a portfolio of clients, acting as the main contact and ensuring a first-class service throughout the relationship.
You will collaborate with Financial Planners, technical teams and advisers to implement recommendations efficiently, maintain CRM records, and uphold regulatory compliance while delivering proactive, high-quality client care.
#J-18808-Ljbffr
Full job description from WhatJobs. Apply for this role →
City of Leicester
My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to…
Leicester, City of Leicester
Client Manager (wealth Management Administrator) Leicestershire (our ref AL1429) Salary £28,000 - £33,000 dep on exp + benefits inc parking and…
Central London
Salary: £35,000 per annum Location: London (Hybrid) The Company We are a fast-paced wealth management company based in the City of London, looking…
Explore: Customer Service Advisor jobs in Nottingham Customer Service Advisor jobs in the UK Specialist jobs in Nottingham
Worked with Verifera as a candidate or employer? Your honest review helps the next person trust verified hiring.