Client Service Assocate - Level 1

IDEX Consulting Ltd.; Aberdeen City; On-site; GBP 26,000 - 34,000; Full time

Job summary

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.

Responsibilities

• Support 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

Job description

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

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Our Diversity, Equity and Inclusion Mission

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.