Wealth Management Client Services Administrator

A financial services company in Ipswich is looking for a Client Services Support Administrator. This role involves providing admin support to Financial Planners, managing client records, and ensuring excellent communication with clients and team members. The ideal candidate should have strong organisational skills and experience in client services. Proficiency in Microsoft Office is required, while knowledge of Intelliflo Office is a plus.

This position offers an opportunity to be a crucial part of a dedicated financial services team.
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