New Business Client Services Specialist – Financial Onboarding

IDEX Consulting Ltd. are recruiting a Client Service Associate (New Business) to join their Client Services team.

You will take ownership of new business cases from handover through to completion, working closely with Financial Advisers, providers and internal teams to ensure smooth processing. The successful candidate will have experience in financial services administration or new business processing, with strong organisational and communication skills and the ability to manage multiple cases

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