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Wealth Client Services Specialist
Job in
Easter Howgate, Penicuik, Midlothian county, EH26, Scotland, UK
Listed on 2026-06-08
Listing for:
Job Search Place Limited
Full Time
position Listed on 2026-06-08
Job specializations:
-
Finance & Banking
Financial Services, Accounting & Finance
Job Description & How to Apply Below
Job Search Place Limited is seeking a Client Services Assistant in Scotland to support advisers and ensure excellent client service. This role involves setting up payments, monitoring reconciliations, and producing financial reports.
Candidates should display strong attention to detail, be client-focused, and possess proficiency in MS Word and Excel. Ideal for school leavers or graduates working towards a Financial Planning qualification.
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