IDEX Consulting Ltd. in Edinburgh is recruiting a Client Services Associate to support Financial Advisers and deliver a high-quality service to clients.
You will process new business, investments, withdrawals, switches and rebalances, support client reviews and ongoing servicing, and manage client queries with accurate records in Xplan. Knowledge of pensions and investments is beneficial.
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We have an opening for a Wealth Management Client Services Specialist in City of Edinburgh, Scotland, United Kingdom within Management & Operations, Sales.
Consider building your career as a Wealth Management Client Services Specialist at IDEX Consulting Ltd.
The Wealth Management Client Services Specialist position in the Management & Operations, Sales field is open for applications.
This role, Wealth Management Client Services Specialist at IDEX Consulting Ltd., could be your next career step.
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