Client Services Associates x 6

7 days ago


City of Edinburgh, United Kingdom IDEX Consulting Full time

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 (GIA/ISA/SIPP/bonds) and set up client accounts Manage transfers, fee estimates and cash/fee reconciliations Input new business cases on Xplan Support Adviser review cycles and produce follow-up documents Act as a client contact point, including for HNW clients Action dealing instructions (switches, rebalances, investments, withdrawals) About You Experience in client services within wealth management is essential Minimum of 2-3 years' experience in a financial services company Product knowledge of pensions, bonds and other wrappers Experience in the onboarding journey of a new client Good knowledge of operational administration including settlement and transfers What's on Offer Competitive salary Hybrid working Supportive team with strong development culture Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways. #J-18808-Ljbffr



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