Private Wealth Client Services Specialist

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

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.