Client Services Associate

Job in City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK

Listing for: IDEX Consulting Ltd

Full Time position
Listed on 2025-12-30

Job specializations:

Finance & Banking
Financial Services, Financial Consultant

Location: City of Edinburgh

Financial Services Recruitment Consultant

Client Services Associate x 6

Edinburgh

Fantastic opportunity for an experienced client services associate to join a trusted and expanding firm in Edinburgh.

To assist advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.

The role:

Process new business (GIA/ISA/SIPP/Bonds) and set up client accounts
Manage transfers, fee estimates and cash/fee reconciliations
Input new business cases on Xplan
Support adviser review cycles and produce follow-up documents
Act as a client contact point, including for HNW clients
Action dealing instructions (switches, rebalances, investments, withdrawals)

About you:

Experience in Client Services within Wealth Management is essential
Minimum of 2‑3 years’ experience in a Financial Services company
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Good knowledge of operational administration including settlement and transfers

What’s on

Offer:

Supportive team with strong development culture

Seniority level:
Associate

Employment type:

Full‑time

Job function:
Administrative and Research

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