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 businessThe RoleProcess new business (GIA/ISA/SIPP/bonds) and set up client accountsManage transfers, fee estimates and cash/fee reconciliationsInput new business cases on XplanSupport Adviser review cycles and produce follow-up documentsAct as a client contact point, including for HNW clientsAction dealing instructions (switches, rebalances, investments, withdrawals)About You:Experience in client services within wealth management is essentialExperience in a financial services companyProduct knowledge of pensions, bonds and other wrappersExperience in the onboarding journey of a new clientGood knowledge of operational administration including settlement and transfersWhat''s on OfferCompetitive salaryHybrid workingSupportive team with strong development cultureVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic sel