IDEX Consulting Ltd. in Edinburgh is recruiting a Client Services Associate to support Financial Advisers and deliver a high-quality service to clients.
You will process new business, investments, withdrawals, switches and rebalances, support client reviews and ongoing servicing, and manage client queries with accurate records in Xplan. Knowledge of pensions and investments is beneficial.
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Wealth Management 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.
