Client Services Coordinator

23 hours ago


Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

**Job Title:** Client Services Administrator

**Location:** Edinburgh

**Job Type:** Full-time

**About Us:** IDEX Consulting is a specialist consulting firm providing expert advice to individuals and businesses in the financial sector.

**Job Description:

We are seeking a highly organized and communicative Client Services Administrator to join our team in Edinburgh. As a key member of our support team, you will be responsible for providing top-notch administrative support to our clients, including managing client data, responding to queries, and maintaining accurate records.

**Responsibilities:**

  • Manage client data and maintain accurate records
  • Respond to client queries and provide excellent customer service
  • Work closely with our teams to ensure seamless delivery of services

**Requirements:**

  • 2+ years' experience in a similar role within an IFA practice
  • Excellent communication and organizational skills
  • Ability to work independently and as part of a team

**What We Offer:**

A competitive salary of £28,000 per annum, plus benefits including 25 days' holiday, pension scheme, and opportunities for professional development.



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