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Client service officer - wealth management

Permanent
Oceanic Consulting Group
EUR 63,000 a year
Posted: 10h ago
Offer description

Our client is a highly respected wealth management firm providing tailored advice and investment solutions to high‑net‑worth individuals. They also deliver market‑leading institutional dealing, corporate advisory, and research services, and are recognised as a leader in financial markets. About the Role As a Client Services Associate, you will play a key role in supporting advisors, ensuring exceptional service delivery. Your responsibilities will include: Managing requests and inquiries. Ensuring all client trading account data is maintained accurately, regularly updated, and fully compliant with operational, compliance, and regulatory requirements. What We’re Looking For We’re interested in candidates who bring: A degree in commerce, economics, or finance (preferred but not essential). Experience in a fast‑paced environment (finance, contact centre, administration, or retail is a plus). Excellent written and verbal communication skills, with a genuine passion for customer service. Strong organisational and problem‑solving abilities. High attention to detail and the ability to work both independently and as part of a collaborative team. A strong desire to build a successful career in financial services. Why Apply? A pathway into wealth management and financial markets Exposure to a high‑performing, supportive team Opportunities for career development and skills growth Work with a respected brand recognised across the industry This is a great role for someone who enjoys problem‑solving, stakeholder engagement, and working in a dynamic environment, an excellent entry‑level opportunity for someone looking to build a long‑term career in financial services. If you’re interested in wealth management and investments and want to grow within a global organisation in a fast‑evolving environment, we’d love to hear from you. Apply now—we look forward to hearing from you!

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