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Wealth Management Client Services Specialist
Job in
Bristol, Bristol County, BS1, England, UK
Listed on 2026-01-15
Listing for:
JJ Search Ltd
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A leading Wealth Management firm based in Bristol is seeking a Client Services Executive to manage client queries, including account opening, trading on portfolios, and processing payments. This role requires strong communication skills and attention to detail. You will contribute to maintaining high client satisfaction and support investment administration. The ideal candidate will thrive in a fast-paced environment and have experience in client services.
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