Client Service Executive – Path to Investment Manager

Core-Asset-Consulting is seeking a Client Service Executive to join their team in Cheltenham on a permanent basis. This client-facing role is pivotal in managing client relationships throughout the full lifecycle. Responsibilities include onboarding, account opening, and maintaining accurate client records while adhering to regulatory standards.

The ideal candidate will possess strong organisational skills, excellent communication capabilities, and a solid understanding of the UK financial services regulatory environment. Opportunities for career progression within investment management are available.

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