Client Services Associate

Are you looking to build your career within a leading wealth management firm?

An excellent opportunity has arisen for a Client Services Associate to join a highly respected financial planning business in the Solihull area. This role offers the chance to work alongside experienced Advisers and support staff, delivering exceptional service to a diverse client base while developing your own knowledge and career within wealth management.

The Role

You will play a key role in supporting Financial Advisers and ensuring clients receive a first-class experience throughout their journey.

• Processing withdrawals and ad hoc payments across ISAs, SIPPs, Bonds and GIAs
• Managing transfers in and out, liaising with clients, providers and colleagues
• Monitoring cash reconciliations and outstanding fees
• Processing client changes including bank details and change of address requests
• Producing client valuations, performanc...

Ready to Apply?

Submit your application today and join our talented team at IDEX Consulting.