Wealth Management Client Liaison & Admin

London Source: WhatJobs
See advert for pay

Partners Wealth Management is seeking an experienced Client Support Associate to assist advisers in delivering a high-quality, compliant service to clients via telephone and administrative support. You will coordinate between advisers, providers, and clients to ensure a smooth advice journey and a positive client and partner experience throughout the process.

If successful, you will be formally employed by Partners Wealth Management, reinforcing a hands-on role in supporting advisory workflows

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Full job description from WhatJobs. Apply for this role →

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