Wealth Client Services Associate – Hybrid

Job Description

IDEX Consulting is seeking an experienced Client Services Associate to join their expanding firm in Edinburgh. You will assist Advisers in providing exceptional service to clients and support onboarding of new clients. Responsibilities include processing new business, managing transfers, and acting as a client contact point. Essential qualifications include prior experience in client services within wealth management and a solid understanding of pensions and investment products. The role offers a competitive salary and hybrid working options.