We are recruiting for a Client Services Associate to join an established wealth management business.
You'll support Financial Advisers and the wider Private Wealth team with client administration, new business and ongoing client servicing.
Key Responsibilities
- Support the onboarding and ongoing servicing of clients
- Process payments, withdrawals and transfers for ISAs, SIPPs, bonds and GIAs
- Process Letters of Authority and obtain information from providers
- Produce valuations, performance reports and transaction statements
- Support new business applications and account administration
- Liaise with clients, Advisers and third-party providers
- Maintain accurate client records and documentation
- Ensure client communications are accurate and issued on time
About You
- Previous wealth management or financial services experience is desirable but not essential,
- You will have strong attention to detail, organisation and communication skills, with a professional and client-focused approach.
- Good Microsoft Office skills, particularly Word and Excel, are required.
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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.
Client Service Assocate - Level 1 in Edinburgh employer: IDEX Consulting Ltd
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