Private Wealth Client Services Specialist
Listed on 2026-10-11
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Finance & Banking
Financial Services, Wealth Management, Financial Advisor / Consultant
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.
We would love to welcome a new Private Wealth Client Services Specialist to our group in Aberdeen City, Scotland, United Kingdom.
We are currently recruiting a Private Wealth Client Services Specialist for our team in Aberdeen City, Scotland, United Kingdom.
This is a great opening to take on the Private Wealth Client Services Specialist role at IDEX Consulting Ltd.
As a Private Wealth Client Services Specialist, you will play an important part at IDEX Consulting Ltd. in Aberdeen City, Scotland, United Kingdom.
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