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Wealth Management Client Services Associate
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-09-01
Listing for:
Eden Scott
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
Eden Scott is assisting a leading wealth management firm in Edinburgh to recruit a Client Services Associate – Level 2. The role focuses on onboarding new clients and ongoing servicing, supporting Financial Advisers, and delivering exceptional client experiences.
You will handle a range of products and collaborate with advisers, providers and operations to ensure smooth case progression and high-quality service. The role offers professional development and exposure across wealth management areas.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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