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Wealth Client Services Specialist
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2025-12-30
Listing for:
7IM
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A prominent investment management firm is seeking a Client Services Associate based in Edinburgh to assist advisers in delivering exceptional client service. The role includes meeting documentation, creating suitability statements, onboarding new clients, and maintaining compliance across advice files. The ideal candidate will have 2-3 years' experience in Wealth Management and strong communication and organizational skills. Proficiency in MS Office is required, and the role encourages proactive improvement suggestions.
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