Wealth Management jobs in West Yorkshire, England
Now available 2 results are consistent
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CLIENT SERVICES EXECUTIVE , WEALTH MANAGEMENT , LEEDS
The Client Services Executive is expected to consult with investmentoperations teams when needed as well as process payments and amend client accounts, ensuring that financial transactions are completed accurately and efficiently...
Company | Jj Search |
---|---|
Address | Leeds, West Yorkshire |
Category | Banking |
Salary | £28,000 - £35,000/annum |
Job type | Permanent |
Date Posted | 5 days ago See detail |
Client Services Executive , Wealth Management , Leeds
Jj Search
Leeds, West Yorkshire
£28,000 - £35,000/annum
The Client Services Executive is expected to consult with investmentoperations teams when needed as well as process payments and amend client accounts, ensuring that financial transactions are completed accurately and efficiently...
5 days ago seen See more...
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Wealth Management Specialist Support
Age Partnership Limited
West Yorkshire, England
£22,369 - £25,000 per annum
To generate new business opportunities through a combination of inbound and outbound calls. Discussing customer's pensions to understand if our service would be suitable. Making live transfers or booking future appointments for th...
2 months ago seen See more...