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Wealth Management

Wealth Management Client Experience Specialist

Job in Bristol, Bristol County, BS1, England, UK
Listing for: JJ Search Ltd
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A leading Wealth Management firm in Bristol is seeking a Client Services Executive to effectively manage client queries, including account opening and trading on portfolios. The ideal candidate will possess strong communication skills, attention to detail, and experience in client services to support investment administration and maintain high client satisfaction. This is an opportunity for someone who thrives in a fast-paced environment.
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