Client Services Associate
Location
birmingham, england
Job Type
Full-time
Category
Human Resources
Posted
June 20, 2026
Are you looking to build your career within a leading wealth management firm?
An excellent opportunity has arisen for a Client Services Associate to join a highly respected financial planning business in the Solihull area. This role offers the chance to work alongside experienced Advisers and support staff, delivering exceptional service to a diverse client base while developing your own knowledge and career within wealth management.
The Role
You will play a key role in supporting Financial Advisers and ensuring clients receive a first-class experience throughout their journey.
- Processing withdrawals and ad hoc payments across ISAs, SIPPs, Bonds and GIAs
- Managing transfers in and out, liaising with clients, providers and colleagues
- Monitoring cash reconciliations and outstanding fees
- Processing client changes including bank details and change of address requests
- Producing client valuations, performanc...