Client Services Associates x 6
1 week ago
Job 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 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 client services within wealth management is essentialMinimum of 2-3 years' experience in a financial services companyProduct knowledge of pensions, bonds and other wrappersExperience in the onboarding journey of a new clientGood knowledge of operational administration including settlement and transfersWhat's on OfferCompetitive salaryHybrid workingSupportive team with strong development culture
-
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...
-
Client Services Associates x 6
7 days ago
City of Edinburgh, United Kingdom IDEX Consulting Full timeFantastic 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 (GIA/ISA/SIPP/bonds) and set up client accounts Manage...
-
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...
-
Colleague Service Advisor
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 Process new business...
-
Client Experience Associate
1 week ago
Edinburgh, United Kingdom AnywhereWorks Full timeOur mission is to help the world work Anywhere, and we’re excited to share a new opportunity to join our Client Experience team. At AnywhereWorks, our customers are the hero. In this fast-paced role, you’ll be at the forefront of supporting small-medium sized businesses, across a range of industries. As a purpose-driven organisation, we are passionate...
-
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...
-
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...
-
6+, Private Client Partner – Aberdeen
10 hours ago
Edinburgh, United Kingdom Frasia Wright Associates Full timeWe are delighted to have been instructed on this senior Private Client role with our client, a well-established law firm headquartered in Aberdeen. The firm is currently looking to recruit a Partner to lead the firms highly regarded Private Client team on a full-time basis.The role is based in Aberdeen; however, the firm will also consider Edinburgh or...
-
Associate/senior Associate
2 days ago
Edinburgh, United Kingdom Burness Paull Full time**Restructuring & Insolvency** **Permanent** **Edinburgh, Glasgow** - Are you an experienced Associate looking to join a top ranked team, advising on some of the UK’s biggest Restructuring & Insolvency transactions? - We are looking to recruit an Associate/Senior Associate (6+ PQE) for our Restructuring & Insolvency team in our Edinburgh or Glasgow...
-
Private Client Senior Associate/partner
9 hours ago
Edinburgh, United Kingdom BCL Legal Full timePrivate Client Senior Associate/Partner | 6+ PQE | Top Scottish firm | Edinburgh A top Scottish law firm is looking to add to their established Private Client team in Edinburgh - Ideally at Senior Associate/Partner level: **The Firm**: - Well established and growing team - Forward thinking firm - Strong focus on development & progression - Collaborative...