Wealth Client Services Specialist
Listed on 2026-10-26
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Finance & Banking
Financial Services, Wealth Management, Financial Analyst, Financial Advisor / Consultant
IDEX Consulting Ltd. is recruiting for a Client Services Associate to join our established wealth management business in Edinburgh. You will support Financial Advisers and the Private Wealth team with client administration, new business and ongoing client servicing.
The role requires strong attention to detail, good organisational and communication skills, and competence with Microsoft Word and Excel. Previous wealth management experience is desirable but not essential, and the team operates in
As a Wealth Client Services Specialist, you will play an important part at IDEX Consulting Ltd. in City of Edinburgh, Scotland, United Kingdom.
Learn more about the Wealth Client Services Specialist role in the description above.
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