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New Business Client Services Specialist – Financial Onboarding

Job in Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for: IDEX Consulting Ltd.
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Financial Services, Banking & Finance
Salary/Wage Range or Industry Benchmark: 26000 - 34000 GBP Yearly GBP 26000.00 34000.00 YEAR
Job Description & How to Apply Below

IDEX Consulting Ltd. are recruiting a Client Service Associate (New Business) to join their Client Services team.

You will take ownership of new business cases from handover through to completion, working closely with Financial Advisers, providers and internal teams to ensure smooth processing. The successful candidate will have experience in financial services administration or new business processing, with strong organisational and communication skills and the ability to manage multiple cases

For the New Business Client Services Specialist – Financial Onboarding position at IDEX Consulting Ltd., we are reviewing applications now.

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 New Business Client Services Specialist – Financial Onboarding role in the description above.

We appreciate your interest in this position.

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