Opportunity Description
The Role
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 (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
- Experience in a financial services company
- Product knowledge of pensions, bonds and other wrappers
- Experience in the onboarding journey of a new client
Ready to Apply?
Submit your application for Client Services Associates x6 at IDEX Consulting
Apply for this Position