Client Service officer - Graduate/Junior Role.

Summary about this job

Detail information about job Client Service officer - Graduate/Junior Role.. Terms and conditions vacancy

This role is a brilliant opportunity for an aspiring graduate of business or finance wanting to get into the wealth management industry.
 
The company:
With 2 senior advisors and a support team of 4, you will be joining a close-knit team who go above and beyond to help one another. With a client base of 300+, the company is well known in the market and only moving in one direction; Upwards!

• Cohesive team environment.
• Client bases consistently growing.

  
The role:
Within the role, you will be learning how to implement client’s data, open accounts on platforms and use the system of Xplan. An aspect of the role will be meeting clients, meaning you will need to be confident and approachable.

• Implementing data and client files.
• Becoming familiar with Xplan system.
• Greeting and communicating with clients.  

In return:
This will be a brilliant starting point for a graduate looking to become a financial advisor in the future. Offering great career development, you will be supported by well-established advisors.
  
If you are interested in this Graduate/Junior Client Service role then please contact on [email protected] or call 0490732040.