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Client services specialist (financial admin)

St Helens
Permanent
Idex Consulting
Client service specialist
Posted: 19 December
Offer description

A leading financial services firm in St Helens is seeking a Client Service Team member to support and service clients effectively. Responsibilities include assisting Advisers with client meetings, managing documentation for annual reviews, and ensuring task completion. Ideal candidates will have proven experience in financial administration and strong skills in organization and client service. This position requires a detail-oriented and proactive individual who thrives in a team-oriented environment. #J-18808-Ljbffr

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