Wealth Management Client Services Specialist
Listed on 2026-10-17
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Finance & Banking
Banking & Finance, Business Administration, Financial Services, Financial Analyst
IDEX Consulting Ltd. in Edinburgh is recruiting a Client Services Associate to support Financial Advisers and deliver a high-quality service to clients.
You will process new business, investments, withdrawals, switches and rebalances, support client reviews and ongoing servicing, and manage client queries with accurate records in Xplan. Knowledge of pensions and investments is beneficial.
We invite applications for the Wealth Management Client Services Specialist position located in City of Edinburgh, Scotland, United Kingdom.
The position is based in City of Edinburgh, Scotland, United Kingdom.
This opportunity is part of our work in Management & Operations, Sales.
The advertised compensation is 26.000 - 36.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Client Services Specialist role in the description above.
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