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Wealth management client services specialist (entry-level)

Wimborne
Ellis James Partners
Client service specialist
€30,000 a year
Posted: 15 May
Offer description

Ellis James Partners, located in Wimborne, is seeking a Client Support Specialist to join their Client Services team. This role is open to both experienced candidates and those new to the industry, with full training provided. Responsibilities include booking client meetings, processing new business, and managing tasks in Salesforce. The position offers structured training, exposure to experienced advisers, and a clear progression pathway in wealth management, making it an excellent opportunity for career growth.
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