Client Services Associates x 6

IDEX Consulting; City of Edinburgh; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A trusted financial services firm based in Edinburgh is seeking a Client Services Associate to assist Advisers and provide exceptional service to clients. Responsibilities include processing new business, managing transfers, and acting as a client contact. The ideal candidate has 2-3 years’ experience in financial services and good product knowledge. This position offers a competitive salary and hybrid working options within a supportive team culture.

Benefits

Competitive salary

Hybrid working

Supportive team with strong development culture

Qualifications

• Minimum of 2-3 years' experience in a financial services company.
• Product knowledge of pensions, bonds, and other wrappers.
• Experience with the onboarding journey of a new client.

Responsibilities

• Process new business and set up client accounts.
• Manage transfers, fee estimates and cash/fee reconciliations.
• Act as a client contact point, including for HNW clients.

Skills

Experience in client services

Knowledge of pensions and bonds

Operational administration skills

Tools

Xplan

Job description

Fantastic opportunity for an experienced Client Services Associates to join a trusted and expanding firm in Edinburgh. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.

The Role

• Process new business (GIA/ISA/SIPP/bonds) and set up client accounts
• Manage transfers, fee estimates and cash/fee reconciliations
• Input new business cases on Xplan
• Support Adviser review cycles and produce follow-up documents
• Act as a client contact point, including for HNW clients
• Action dealing instructions (switches, rebalances, investments, withdrawals)

About You

• Experience in client services within wealth management is essential
• Minimum of 2-3 years' experience in a financial services company
• Product knowledge of pensions, bonds and other wrappers
• Experience in the onboarding journey of a new client
• Good knowledge of operational administration including settlement and transfers

What's on Offer

• Competitive salary
• Hybrid working
• Supportive team with strong development culture

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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.