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Wealth client services associate - onboarding & support

Easter Howgate
Job Search Place Limited
Service
€27,500 a year
Posted: 13 June
Offer description

Job Description

Seven Investment Management LLP seeks a Client Services Associate to assist with client onboarding and provide exceptional service. This is an excellent opportunity for school leavers or graduates looking to start a career in wealth management. The role involves setting up payments, monitoring cash reconciliations, producing reports, and ensuring accurate communication with clients. Ideal candidates will be proactive, detail-oriented, and proficient in MS Word and Excel. A level qualifications and a desire to pursue further industry examination are essential.

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