Client Relationship Administrator

Are you looking to kick-start your career in the wealth sector with a dynamic and forward-thinking business? We're partnering with a respected investment and wealth management firm in Worcester, currently hiring a Client Relationship Administrator to join their expanding team.

This role will support three experienced Investment Managers in a busy and rewarding office environment. The company has grown significantly through acquisition and is now focused on organic growth, offering a fantastic opportunity for career development.

About the Role :

• Support three Investment Managers with administrative and client service tasks.
• Act as a primary point of contact for client communications and requests.
• Maintain accurate client records and documentation.
• Assist with processing investment-related paperwork.
• Provide exceptional service and ensure smooth client on-boarding and reviews.

What You'll Bring :

This role provides an excellent pathway into more senior administrative roles such as Investment Assistant, with structured training, an initial handover, and long-term career development support.

What's in It for You?

Salary & Working Hours :

Extensive Benefits Package Includes :

If you're detail-oriented, motivated to grow, and excited about joining a company that invests in its people, this could be the perfect next step for you.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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