Wealth Ops & Client Services Specialist

Cornish-Vaughan Associates, based in Bristol, seeks a proactive Client and Operations Administrator to support the wealth management team and ensure smooth service delivery to clients. You will handle client onboarding documentation, CRM maintenance, and frontline administration, while assisting the investment team with operations and ensuring regulatory compliance across processes.

This role requires excellent organisation, attention to detail, and the ability to manage multiple tasks in a

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