Wealth Management jobs in West Yorkshire, England

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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...

CompanyJj Search
AddressLeeds, West Yorkshire
CategoryBanking
Salary£28,000 - £35,000/annum
Job typePermanent
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...

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...