Account Service Liaison

3 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Full time
Client Services Administrator

IDEX Consulting is working with a leading financial advisory group, demonstrating significant growth across the UK.

As a Client Services Administrator, you will play a crucial role in supporting the team's success. Your responsibilities will include:

  • Providing proactive support to Financial Advisors to ensure seamless client experiences
  • Managing diaries and arranging client meetings with precision
  • Liaising with high-net-worth clients to deliver exceptional service
  • Preparing meeting packs for Advisors to ensure a smooth process
  • Raising invoices as required
  • Managing databases with accuracy and attention to detail

This role offers a fantastic opportunity to progress within the business, with a hybrid working pattern (3 days office/2 days home) and study support available for those who aspire to grow.

The team is supportive, collaborative, and proactive, making it an ideal environment for those who thrive in a dynamic setting.



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