IDEX Consulting Ltd. is assisting an established wealth management business in Aberdeen to recruit a Client Services Associate who will support Financial Advisers and deliver a high-quality service to clients.
You will process new business and client requests, support reviews, maintain records in Xplan, and collaborate with Advisers and internal teams to ensure an excellent client experience. Prior wealth management or Adviser support experience is preferred.
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As a Wealth Advisory Support Specialist, you will play an important part at IDEX Consulting Ltd. in Aberdeen City, Scotland, United Kingdom.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Aberdeen City, Scotland, United Kingdom.
This opportunity is part of our work in Sales.
The advertised compensation is 28.000 - 36.000.