Client Services Associate x 6 Edinburgh
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
Support adviser review cycles and produce follow-up documents
Act as a client contact point, including for HNW clients
Experience in Client Services within Wealth Management is essential
Minimum of 2-3 years' experience in a Financial Services company
Product knowledge of pensions, bonds and other wrappers
Good knowledge of operational administration including settlement and transfers
Competitive salary
Hybrid working