Assistant CRM, Family Office Team

A professional services firm is seeking an Assistant Client Relationship Manager to join its team. This is a varied role supporting the delivery of services to a portfolio of private clients. Key responsibilities: ⭐ Support client relationship managers with day-to-day administration ⭐ Assist with client queries and ensure a high level of service ⭐ Help maintain client records and documentation ⭐ Liaise with internal teams and external contacts as required ⭐ Assist with onboarding and ongoing client processes What you’ll need: ⭐ Some experience in financial services or a similar environment (typically 1–2 years) or a strong interest in starting a career in the industry ⭐ Good communication and organisational skills ⭐ Strong attention to detail ⭐ Proactive approach and willingness to learn ⭐ Ability to work in a fast-paced environment Why join? ⭐ Great opportunity within a client-focused team ⭐ Varied role with exposure to private client services ⭐ Supportive environment with opportunities to develop and progress