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Wealth client services specialist

Easter Howgate
Job Search Place Limited
Client service specialist
€27,500 a year
Posted: 15h ago
Offer description

Job Search Place Limited is seeking a Client Services Assistant in Scotland to support advisers and ensure excellent client service. This role involves setting up payments, monitoring reconciliations, and producing financial reports.

Candidates should display strong attention to detail, be client-focused, and possess proficiency in MS Word and Excel. Ideal for school leavers or graduates working towards a Financial Planning qualification.

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