Wealth Client Services Specialist

IDEX Consulting; Nottingham; On-site; GBP 26,000 - 34,000; Full time

Job summary

IDEX Consulting Ltd in Nottingham is seeking an experienced client services professional to manage a portfolio of clients, acting as the main contact and ensuring a first-class service throughout the relationship.

You will collaborate with Financial Planners, technical teams and advisers to implement recommendations efficiently, maintain CRM records, and uphold regulatory compliance while delivering proactive, high-quality client care.

Qualifications

• Passion for client service and ownership of the client experience.
• Highly organised, detail-oriented, and deadline-driven.
• Strong written and verbal communication with clients.
• Ability to manage multiple priorities independently.
• Professional when dealing with high-net-worth clients and advisers.

Responsibilities

• Manage a portfolio of clients and be the first point of contact for service enquiries.
• Build and maintain trusted client relationships through telephone, email and face-to-face contact.
• Take ownership of client queries and resolve promptly and professionally.
• Organise client and Planner meetings and coordinate documentation.
• Gather and maintain accurate client information and ensure CRM records are kept up to date.
• Prepare and coordinate financial planning, cashflow and portfolio review documentation.
• Implement planning recommendations and post-meeting actions.
• Liaise with Financial Planners and technical teams to ensure a comprehensive client service.
• Identify and chase outstanding information required to progress client cases.
• Ensure post-meeting notes and client correspondence are completed to a high standard and within timescales.
• Maintain accurate client files in line with compliance requirements.
• Keep up to date with relevant legislation and follow all regulatory and compliance procedures.

Skills

Client service

Communication skills

Organisation

Time management

Initiative

Tools

CRM software

Job description

IDEX Consulting Ltd in Nottingham is seeking an experienced client services professional to manage a portfolio of clients, acting as the main contact and ensuring a first-class service throughout the relationship.

You will collaborate with Financial Planners, technical teams and advisers to implement recommendations efficiently, maintain CRM records, and uphold regulatory compliance while delivering proactive, high-quality client care.