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Wealth Client Services Specialist — Hybrid & Onboarding
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2025-12-30
Listing for:
IDEX Consulting
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A trusted financial services firm based in Edinburgh is seeking a Client Services Associate to assist Advisers and provide exceptional service to clients. Responsibilities include processing new business, managing transfers, and acting as a client contact. The ideal candidate has 2-3 years’ experience in financial services and good product knowledge. This position offers a competitive salary and hybrid working options within a supportive team culture.
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