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Wealth Client Services & Onboarding Specialist; Hybrid

Job in Belfast, County Antrim, BT1, Northern Ireland, UK
Listing for: Isio
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
Position: Wealth Client Services & Onboarding Specialist (Hybrid
A leading financial services firm in Belfast is seeking a Client Services Support professional. The role involves managing client experiences, onboarding new clients, and ensuring compliance with regulations. Strong organizational and interpersonal skills are required for this position. Experience in an IFA/wealth environment as well as knowledge of investment products will be essential. This position supports hybrid working, promoting a balanced work-life dynamic.
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