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Wealth planning client services specialist (hybrid | study support)

Glasgow (Glasgow City)
Rathbones
Client service specialist
€35,000 a year
Posted: 23h ago
Offer description

A leading financial services company in Glasgow is seeking a Client Service Executive to enhance its Financial Planning team. In this role, you will coordinate client services, assist in providing financial advice, and maintain records. The ideal candidate will have strong attention to detail and time-management skills, with proficiency in Microsoft Office. This position offers a hybrid work model, full training, and a clear path for career development within wealth management.
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