Client Services Associates
2 weeks ago
Fantastic opportunity for an experienced Financial Services professional to join a trusted and expanding firm in Edinburgh. You will support a team of advisers, handle client servicing tasks, and play a key role in delivering a high-quality client experience.The Role Process new business (GIA/ISA/SIPP/Bonds) and set up client accountsManage transfers, fee estimates and cash/fee reconciliationsInput new business cases on XplanSupport adviser review cycles and produce follow-up documentsAct as a client contact point, including for HNW clientsAction dealing instructions (switches, rebalances, investments, withdrawals) About You: Experience in Financial ServicesStrong admin and communication skillsConfident with MS Word/Excel; Xplan experience desirableProactive, organised and client-focused What's on Offer Competitive salaryHybrid workingSupportive team with strong development culture Genuine progression opportunities About You: Proven experience in Financial ServicesComfortable using MS Word/Excel; experience with Xplan is desirable What's on Offer: Competitive salaryHybrid workingSupportive team culture with a strong focus on d...
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Client Services Associate
2 days ago
Edinburgh, United Kingdom IDEX Consulting Ltd Full timeClient Services Associate x 6 Edinburgh Fantastic opportunity for an experienced client services associates to join a trusted and expanding firm in Edinburgh.. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business The role: Process new business...
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Client Service Associate
1 week ago
Edinburgh, United Kingdom Meraki Full time**Client Service Associate** **Competitive Salary** **Permanent** **Edinburgh** Meraki Talent is currently working with a leading financial services firm, which is seeking a talented and dedicated individual to join their team as a Client Service Associate. In this role, you will work closely with esteemed Client Directors, providing support to our new...
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Client Servicing Associate
1 week ago
Edinburgh, Edinburgh, United Kingdom Clearwater Analytics (CWAN) Full timeJob Summary:Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These associates play a pivotal role in...
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Client Servicing Associate
7 days ago
Edinburgh, Edinburgh, United Kingdom Clearwater Analytics Full timeJob Summary: Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These associates play a pivotal role in...
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Lead Client Servicing Associate
1 week ago
Edinburgh, Edinburgh, United Kingdom Clearwater Analytics Full time £40,000 - £80,000 per yearJob Summary: Lead Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These associates play a pivotal role in...
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Client Services Associates x 6
1 week ago
Edinburgh, United Kingdom IDEX Consulting Full timeJob description Fantastic opportunity for an experienced Client Services Associates to join a trusted and expanding firm in Edinburgh.To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the businessThe RoleProcess new business (GIA/ISA/SIPP/bonds) and set up client...
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Client Services Associate
2 days ago
City of Edinburgh, United Kingdom 7IM Full timeClient Services Associate 7IM Purpose To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post...
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Lead Client Servicing Associate
2 weeks ago
City of Edinburgh, United Kingdom Clearwater Analytics, Ltd Full time**Job Summary:** Lead Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These associates play a pivotal role in...
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Private Client Associate
10 hours ago
Edinburgh, United Kingdom IDEX Consulting Full timeIdex Consulting have an opportunity for an experienced Private Client Associate to be based in Edinburgh. **Purpose** Working closely with Private Client Managers to provide support for new and existing Discretionary and Wealth Management clients **Responsibilities** - Support the Directors in ensuring the annual ongoing suitability targets are met by...
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Client Servicing Associate
1 week ago
City of Edinburgh, United Kingdom Clearwater Analytics (CWAN) Full timeClient Servicing Associate - French Speaker Join to apply for the Client Servicing Associate - French Speaker role at Clearwater Analytics (CWAN) Job Summary Client Servicing Associates are responsible for delivering top‑on‑track operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries...
