Client Services Analyst

London

£38k - Bens - Bonus

You will only be considered if you have Investment or Wealth Management Client services experience

This role does not offer sponsorship

Job Description

The Client Services Analyst is responsible for delivering high-quality front-line support to Wealth Managers and their support teams. This includes resolving system-related queries, assisting with onboarding, and ensuring a seamless client experience through efficient use of internal platforms and tools. The role involves providing both remote and in-person assistance to ensure Wealth Managers can effectively use all operational systems to serve their clients.

Principal Duties

• Develop a deep understanding of core Wealth Manager systems and act as a trusted subject matter expert for all system-related inquiries.
• Serve as the first point of con...