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Wealth Management Client Services Associate; Hybrid
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-07-22
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
IDEX Consulting is seeking a Client Services Associate in Birmingham to support Financial Advisers and deliver exceptional client service. You will handle account processes including withdrawals and transfers, ensuring clients receive first-class service.
This role is ideal for graduates looking to begin a career in wealth management, with opportunities for professional qualification support and career progression in a collaborative team environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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