Eden Scott is assisting a leading wealth management firm in Edinburgh to recruit a Client Services Associate – Level 2. The role focuses on onboarding new clients and ongoing servicing, supporting Financial Advisers, and delivering exceptional client experiences.
You will handle a range of products and collaborate with advisers, providers and operations to ensure smooth case progression and high-quality service. The role offers professional development and exposure across wealth management areas.
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Wealth Management Client Services Associate employer: Eden Scott
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