Client Services Associate

Teesside (Hybrid Working)£28,000 - £32,000 + Bonus + Excellent Benefits

Are you passionate about delivering exceptional client service? Looking to build a long-term career in financial services with genuine progression opportunities?

A growing and highly regarded wealth management firm is looking to recruit a Client Services Associate to join their supportive and collaborative team.

The Role

This is a fantastic opportunity to become a key part of a client-focused business where you will play a vital role in delivering a seamless and professional experience to clients.

Working closely with Financial Planners and Paraplanners, you will act as a central point of contact, ensuring all client interactions are handled efficiently and to a high standard.

Key Responsibilities

• Acting as the first point of contact for ...