This role also assists in the efficient running of the internal office and administration.
Our client is looking for someone to join their team as a Client Services Associate to provide helpdesk and administration support to a portfolio of external clients and reaching payroll and provider monthly deadlines.
The postholder will be responsible for providing administration support to their financial advisors.
Career progression potentially into Paraplanning!
Kenneth Brian Associates are recruiting for a confident individual on behalf of a small but well established business in the Financial Services sector based in Leatherhead.