Overview
Wealth Client Services Manager Jobs in Leicester, UK at Boolers
Boolers in Leicestershire is seeking an experienced portfolio administrator to manage a defined client group, including individuals, companies, trusts and charities. You will maintain accurate client records and support the Investment Manager and Financial Planner with technical and administrative tasks.
Responsibilities include processing documents, creating meeting packs, handling transfers and fees, and liaising with pension teams to ensure compliant, timely service for clients.
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Title: Wealth Client Services Manager
Company: Boolers
Location: Leicester, UK
Category:
