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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EH12, Stockbridge, City of Edinburgh
If you have substantial financial planning administration experience and want to focus on high-level business processing rather than basic…
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