At a Glance
- Tasks: Support Financial Advisers and deliver exceptional client service in wealth management.
- Company: IDEX Consulting, a dynamic firm in Birmingham with a collaborative culture.
- Benefits: Professional qualification support, career progression, and a hybrid work model.
- Other info: Join a supportive team with great opportunities for growth.
- Why this job: Kickstart your career in wealth management and make a real difference for clients.
- Qualifications: Recent graduates eager to learn and provide top-notch client service.
The predicted salary is between 25000 - 32000 £ per year.
IDEX Consulting is seeking a Client Services Associate in Birmingham to support Financial Advisers and deliver exceptional client service. You will handle account processes including withdrawals and transfers, ensuring clients receive first-class service.
This role is ideal for graduates looking to begin a career in wealth management, with opportunities for professional qualification support and career progression in a collaborative team environment.
Wealth Management Client Services Associate (Hybrid) in Birmingham employer: IDEX Consulting
IDEX Consulting is an excellent employer for those looking to kickstart their career in wealth management, offering a supportive and collaborative work culture in Birmingham. With a strong focus on professional development, employees benefit from qualification support and clear pathways for career progression, all while delivering exceptional service to clients in a dynamic environment.
