Client Services Associates x6

HR / Recruitment
Midlothian
May 16, 2026
Permanent
Urgent

Job Description

Fantastic opportunity for an experienced Client Services Associate to join a trusted and expanding firm in Edinburgh. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting onboarding of new clients into the business.

The Role

  • Process new business (GIA/ISA/SIPP/bonds) and set up client accounts.
  • Manage transfers, fee estimates and cash/fee reconciliations.
  • Input new business cases on Xplan.
  • Support Adviser review cycles and produce follow up documents.
  • Act as a client contact point, including for HNW clients.
  • Action dealing instructions (switches, rebalances, investments, withdrawals).

About You

  • Experience in client services within wealth management is essential.
  • Experience in a financial services company.
  • Product knowledge of pensions, bonds and other wrappers.
  • Experience in the onboarding journey of a new client.
  • Good knowledge of operational administration including settlement and transfers.

What’s on Offer

  • Competitive salary.
  • Hybrid working.
  • Supportive team with strong development culture.

Location

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