Client Services & Onboarding Specialist

Client Services & Onboarding Specialist

Full-Time No working from home possible
IDEX Consulting Ltd

IDEX Consulting Ltd is recruiting a Client Services Executive for their Edinburgh office. In this role, you will be the central point of contact for clients and intermediaries, ensuring smooth communication and accurate processing of instructions.

The ideal candidate should have at least 2 years of experience in a client services or financial role, or demonstrate strong potential. A Level 3 IOC qualification or willingness to study towards it is required. Some travel to London is needed for initial training.

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IDEX Consulting Ltd

Contact Details:

IDEX Consulting Ltd Recruitment Team