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A Multi-Family Office in Bishop's Stortford (North of London) is looking for a Client Service Executive, reporting to the Chief Operating Officer. This is a Hertfordshire based post-graduate opportunity for a front office position within Wealth Management.

Key Responsibilities / Tasks

• Support the Relationship Managers and Financial Planners with the daily management of clients (institutions and private clients), always providing excellent customer service.
• Manage client files, trading activities, the onboarding process and be the point of contact when the client advisor is...