Client Service Executive

Overview

Idex Consulting is working with a boutique discretionary fund management (DFM) firm to recruit a Client Services Executive for their Edinburgh office.

As a Client Services Executive, you will be a central point of contact for clients and intermediaries, ensuring smooth communication, accurate processing of instructions and proactive support across all client servicing activity. You'll work closely with Portfolio Managers, operations, compliance and data teams to ensure an efficient and compliant client journey.

• Act as a main point of contact for clients and intermediaries
• Handle queries, instructions and maintain accurate client records
• Prepare meeting packs and support client reporting and valuations
• Assist with onboarding, including KYC and suitability checks
• Coordinate with operations, risk & compliance and data teams
• Process client payments following verification
• Support general office duties including admin, diary and reception cover

• Level 3 IOC (Investment Operations Certificate) or willingness to study towards
• Ideally 2 years' experience in a similar client services or financial services role (entry-level candidates with strong potential also considered)
• Strong communication and organisational skills
• CRM experience (e.g. Xplan) desirable

• Some travel to London required for initial training

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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.