Client Service Coordinator

At IDEX Consulting, we are seeking an experienced Client Services Administrator to join our team in Edinburgh. This is an exciting opportunity for someone who has been working in a support role within a financial services environment.Main Responsibilities:Preparing valuations and ensuring accuracyProcessing new business and renewals efficientlyManaging fund...

At IDEX Consulting, we are seeking an experienced Client Services Administrator to join our team in Edinburgh. This is an exciting opportunity for someone who has been working in a support role within a financial services environment.Main Responsibilities:Preparing valuations and ensuring accuracyProcessing new business and renewals efficientlyManaging fund...

About the RoleWe are seeking a highly organized and detail-oriented Client Service Coordinator to provide administrative support to our Financial Planners. The successful candidate will be responsible for delivering a positive client experience while adhering to regulatory standards.Key ResponsibilitiesWork closely with Financial Planners to deliver...

About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our mission is to provide exceptional advice and services to our clients, empowering them to achieve their financial goals.Job SummaryWe are seeking a highly organized and...

Company Overview Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our extensive suite of financial and professional services caters to individuals, family trusts, professional intermediaries,...

Company Overview Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our extensive suite of financial and professional services caters to individuals, family trusts, professional intermediaries,...

Company Overview Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our extensive portfolio encompasses a wide array of financial and professional services tailored for individuals, family trusts,...

Company Overview Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our extensive portfolio encompasses a wide array of financial and professional services tailored for individuals, family trusts,...

At IDEX Consulting, we are seeking an experienced Client Services Administrator to join our IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA.Main Responsibilities:Preparing valuations and ensuring accuracyProcessing new business and renewals efficientlyManaging fund switches and...

At IDEX Consulting, we are seeking an experienced Client Services Administrator to join our IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA.Main Responsibilities:Preparing valuations and ensuring accuracyProcessing new business and renewals efficientlyManaging fund switches and...

Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for delivering exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Provide technical...

Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for delivering exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Provide technical...

Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for providing exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Deliver...

Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for providing exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Deliver...

Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for delivering exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Provide technical...

Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for delivering exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Provide technical...

Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for delivering exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Provide technical...

Job Title: Client Service AdministratorDescription:We are seeking a highly skilled Client Service Administrator to join our team at Mercer Marsh Benefits (MMB) in Glasgow. As a key member of our team, you will be responsible for delivering exceptional analytical and consulting support to our consulting teams and clients.Key Responsibilities:Provide technical...

At IDEX Consulting, we are seeking an experienced Client Services Administrator to join our team in Edinburgh. This is an exciting opportunity for someone who has been working in a support role within the financial services industry.Main Responsibilities:Preparing valuations and ensuring accurate data entryProcessing new business and renewals, including fund...

At IDEX Consulting, we are seeking an experienced Client Services Administrator to join our team in Edinburgh. This is an exciting opportunity for someone who has been working in a support role within the financial services industry.Main Responsibilities:Preparing valuations and ensuring accurate data entryProcessing new business and renewals, including fund...