The Role
Fantastic opportunity for an experienced Client Services Associates to join a trusted and expanding firm in Edinburgh. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.
* 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
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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