Client Service Associate (New Business)

IDEX Consulting Ltd.; Town of Florida (NY); On-site; USD 52,000 - 70,000; Full time

Job summary

IDEX Consulting Ltd. is recruiting a Client Service Associate (New Business) to join their Client Services team in New York.

The role involves taking ownership of new business cases from handover through to completion and working closely with Financial Advisers, providers and internal teams to ensure cases are processed accurately and efficiently. Key responsibilities include submitting business to providers, monitoring cases on provider platforms, resolving queries with advisers and providers,

Qualifications

• Previous financial services administration or new business processing experience.
• Strong organisational skills and attention to detail.
• Excellent communication skills.
• Experience managing multiple cases and priorities.
• Experience with Intelligent Office (iO) and provider platforms would be advantageous.

Responsibilities

• Managing new business cases through to completion.
• Submitting business to providers and ensuring documentation is accurate.
• Monitoring and progressing cases through provider platforms.
• Liaising with advisers, providers and internal teams to resolve queries.
• Providing regular updates on case progress.
• Completing quality checks and ensuring regulatory requirements are met.

Skills

Financial services admin

New business processing

Organisational skills

Communication skills

Prioritisation

Tools

Intelligent Office (iO)

Job description

IDEX Consulting are looking to recruit a Client Service Associate (New Business) on behalf of a leading national IFA to join their Client Services team.

You will take ownership of new business cases from handover through to completion, working closely with Financial Advisers, providers and internal teams to ensure cases are processed accurately and efficiently.

Key responsibilities:

• Managing new business cases through to completion
• Submitting business to providers and ensuring documentation is accurate
• Monitoring and progressing cases through provider platforms
• Liaising with advisers, providers and internal teams to resolve queries
• Providing regular updates on case progress
• Completing quality checks and ensuring regulatory requirements are met

The successful candidate will have:

• Previous financial services administration or new business processing experience
• Strong organisational skills and attention to detail
• Excellent communication skills
• Experience managing multiple cases and priorities
• Experience with Intelligent Office (iO) and provider platforms would be advantageous

A great opportunity to join an established national IFA and develop your career within financial planning.

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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.