Client Associate – Wealth Management (Stockton-on-Tees)

Salary: up to £35,000Full-time | Office-based during probation | Hybrid after probation
A growing wealth management firm in Stockton-on-Tees is looking for a confident, people-focused Client Associate to join their newly refurbished, modern open plan office. This is an excellent opportunity for someone who enjoys client interaction, thrives in a team environment, and wants to build a long-term career in administrative and client support.
About the RoleThis position sits across both Client Operations and Client Services, giving you exposure to the full client journey. You’ll be the first point of contact for clients and a key support to the wider team.
Key Responsibilities*Acting as the first point of contact via phone and front-of-house reception
*Greeting clients and preparing meeting rooms
*Supporting client dealing and processing tasks
*Completing a range of administrative duties
*Working closely with advisers and support teams
What We’re Looking For*A natural people person who enjoys client-facing work
*Someone who works well in a collaborative, team-driven environment
*Strong organisational skills and attention to detail
*Previous experience in administrative or client support roles
*Someone who wants to grow and develop within a supportive business
Why Join?*The team is expanding due to growth and increased workload
*Opportunity to start quickly
*A modern, newly designed office environment
*A supportive culture that values hard work and flexibility
Working Pattern*Full-time office-based during probation
*Hybrid working available afterwards (2 days from home)
*Standard hours: 9am–5pm
*Flexible start/finish times available


Interested ? Apply Now
If this sounds like the right next step for you, apply now and join a growing, forward-thinking wealth management team