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Wealth management: client services specialist

Liverpool (Merseyside)
Prestige Recruitment Group
Client service specialist
€25,000 a year
Posted: 13 March
Offer description

A growing wealth management firm is seeking a Client Services Administrator in Liverpool to support Financial Advisers and deliver high-quality administrative services to clients. This full-time office-based role involves managing documents, preparing investment reports, and handling client communications. Candidates must possess strong administrative skills, excellent customer service, and knowledge of Microsoft Office. Join a dynamic team and contribute to exceptional client experiences in the financial sector.
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