- Successful Financial Services company with 20yrs in the industry
- Great team culture and are big on developing their staff due to expansion plans.
We are currently recruiting a Client Services Officer/ Client Services Manager to work as part of an excellent team, and you will be supporting Senior Financial Advisors.
About the role:
- Main point of contact for clients and arranging client meetings
- Assist with client annual review and meeting preparation.
- Implementation experience
- Client management
- Career development supported.
About you:
- 1+years’ experience in Financial Services
- Ability to multitask and good organisational skills.
- High attention to detail