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Financial Services

Wealth Client Services Specialist

Job in Belfast, County Antrim, BT1, Northern Ireland, UK
Listing for: Isio
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading investment firm in Northern Ireland seeks a candidate to manage workflow tasks while meeting client expectations. Responsibilities include onboarding new clients, processing financial products, and ensuring compliance with regulations. The ideal candidate has experience in a wealth environment, exceptional organizational skills, and proficiency in tools like Intelliflo. This role encourages personal development and offers a hybrid work model, emphasizing strong client relationships and teamwork.
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