Client Associate – Wealth Management (Stockton-on-Tees)
* Location: 2 Yarm Rd Stockton-on-Tees, County Durham
* Employment Type: Permanent
* Salary: £28,000 – £32,000 per annum
About the role
A growing wealth management firm in Stockton-on-Tees is looking for a confident, people-focused Client Associate to join their newly refurbished, modern open‑plan office. This role offers an excellent opportunity for someone who enjoys client interaction, thrives in a team environment, and wants to build a long‑term career in client support.
Key Responsibilities
* Act as the first point of contact via phone and front‑of‑house reception.
* Greet clients and prepare meeting rooms.
* Support client dealing and processing tasks.
* Complete a range of administrative duties.
* Work closely with advisers and support teams.
Qualifications
* Natural people person who enjoys client‑facing work.
* Works well in a collaborative, team‑driven environment.
* Strong organisational skills and attention to detail.
* Previous experience in administrative or client support roles.
* Willingness to grow and develop within a supportive business.
Benefits
* The team is expanding due to growth and increased workload.
* Opportunity to start quickly.
* A modern, newly designed office environment.
* A supportive culture that values hard work and flexibility.
Working Pattern
* Full‑time office‑based during probation.
* Hybrid working available afterwards (2 days from home).
* Standard hours: 9am–5pm.
* Flexible start/finish times available.
#J-18808-Ljbffr