Client Services Associate

Client Services Associate x 6Edinburgh

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

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
• Minimum of 2-3 years’ 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