Private Wealth Client Services Associate

Eden Scott; City of Edinburgh; On-site; GBP 26,000 - 34,000; Full time

Job summary

Eden Scott is recruiting for a Client Services Administrator role within a leading Private Wealth Management firm. As a Client Services Associate, you will support advisers, ensuring exceptional service to clients and gaining exposure to financial planning and investment administration.

You will assist with client servicing and onboarding, maintaining accurate administrative and operational processes to enable a long-term career in financial services.

Qualifications

• Experience in client services or financial services preferred.
• Understanding of operational administration processes is desirable.
• Interest in industry qualifications such as the CII Level 4 Diploma in Financial Planning would be beneficial.

Responsibilities

• Process ad hoc and regular client payments across investment products (ISAs, SIPPs, bonds, accounts).
• Monitor cash reconciliations and outstanding fee activity.
• Manage and track asset transfers with clients, providers and internal stakeholders.

Skills

Client services

Administration

Financial services

Regulatory compliance

Detail oriented

Job description

Eden Scott is recruiting for a Client Services Administrator role within a leading Private Wealth Management firm. As a Client Services Associate, you will support advisers, ensuring exceptional service to clients and gaining exposure to financial planning and investment administration.

You will assist with client servicing and onboarding, maintaining accurate administrative and operational processes to enable a long-term career in financial services.