Client Service Consultant

Role Overview

This position sits within a wealth management operations team responsible for supporting key client processes, including account closures, deceased estate administration, and asset transfers.

The role involves working closely with both local and global stakeholders to ensure accurate maintenance of client accounts and data integrity. A strong understanding of the trade lifecycle and prior experience in a similar financial services environment are important for success in this position.

Key Responsibilities

• Complete daily operational tasks in line with established service levels and deadlines.
• Deliver consistently high-quality service to both internal and external stakeholders.
• Assist with additional administrative tasks and projects as required.
• Coordinate with different departments to ensure accurate updates of client information with...