Our client is a leading financial services firm is seeking a Client Service Associate to join their growing team. This role will ensure seamless account servicing, financial planning support, and investment portfolio management. Key Responsibilities: Manage client onboarding, documentation, and compliance Facilitate client queries and asset transfers Prepare reports, valuations, and asset allocation summaries Oversee corporate action allocations Monitor stock settlements and follow up on outstanding funds Build relationships with internal teams and stakeholders Process improvements and ensure regulatory compliance What We’re Looking For: Bachelor's degree Finance, Business or related field 2 years in financial services RG 146 compliant (or willing to obtain) Proficiency in Microsoft Office Suite Excellent communication and stakeholder management skills APPLY NOW or email your CV to molly@gowrecruitment.com