Client Services Specialist - Wealth Management

Cheltenham Source: WhatJobs
See advert for pay

St. James’s Place plc is seeking a proactive Client Services Administrator to join a St. James’s Place Partner Practice. You will support advisers’ clients, manage enquiries, and handle administrative tasks and fund movements within tight deadlines.

You will work with Salesforce, grow your knowledge through the SJP accreditation path, and contribute to a confidential, professional service for high-net-worth clients.

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