Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.
Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?
We're looking to add to our team of Client Liaison Administrators in our Sheffield office.
The Frank Parkinson Yorkshire Trust is an esteemed charity dedicated to enhancing the quality of life in Yorkshire.
By supporting a range of social programs and housing initiatives, the Trust empowers individuals, strengthens communities, and ensures lasting impact.
Beyond funding education and cultural activities, the Trust is renowned for its significant contributions to housing, providing safe and affordable homes to those in need.