IDEX Consulting Ltd. is recruiting a Client Services Associate to join a growing wealth management team in the UK. You will support Financial Advisers and the Private Wealth team with client administration, new business processing and ongoing client servicing.
You will handle onboarding, processing payments and transfers for ISAs and other products, produce statements and liaise with clients and providers to ensure accurate records and timely communications.
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Private Wealth Client Services Specialist employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
