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Client Services Executive - Fund Management
Job in
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-06-09
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-06-09
Job specializations:
-
Entertainment & Gaming
Customer Service Rep
Job Description & How to Apply Below
IDEX Consulting is seeking a Client Services Executive to join their boutique discretionary fund management firm in Edinburgh. You will serve as a key contact for clients and intermediaries, ensuring effective communication and support. Responsibilities include handling client records, assisting with KYC onboarding, and coordinating with various teams. Ideal candidates will have Level 3 IOC or be willing to study towards it, along with relevant client services experience.
Strong communication skills are essential.
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