Wealth Management Client Services Specialist

IPOE Consulting Limited, a growing financial services firm in London, is seeking an enthusiastic Account Manager to support the private client team.

The role requires at least 3 years’ experience in wealth management administration, with duties ranging from client queries and portfolio administration to preparing bespoke proposals and compliance reporting. You will work closely with relationship managers in a fast-paced office and must have the right to work in the UK.

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