Client Service Administrator – Wealth Management

We’re seeking an experienced customer service or client relationship professional's to join our clients wealth management support team. Finance experience is a plus but not required.

Role Overview:

You’ll help deliver a seamless client experience by supporting Wealth Managers with administrative tasks, client communications, and onboarding. You’ll play a key role in maintaining operational standards, ensuring accuracy, and building strong client relationships.

Key Responsibilities:

• Assist Wealth Managers with diary management, meeting prep, and admin tasks
• Support client meetings and accurately record actions and next steps
• Manage client communications and documentation
• Onboard new clients and maintain engagement throughout the process
• Ensure compliance with regulatory and internal procedures
• Collaborate with colleagues to deliver exceptional client service

Skills & Qualities:

• Excellent communication and relationship-building skills
• Strong attention to detail and organisational ability
• Professional, client-focused approach
• Team player willing to support colleagues

Why Join:

They are an independent, employee-owned wealth management firm focused on personalised service, long-term client relationships, and a collaborative, inclusive culture.