Private Wealth Client Services Specialist

IDEX Consulting Ltd. is recruiting a Client Services Associate to join a growing wealth management team in the UK. You will support Financial Advisers and the Private Wealth team with client administration, new business processing and ongoing client servicing.

You will handle onboarding, processing payments and transfers for ISAs and other products, produce statements and liaise with clients and providers to ensure accurate records and timely communications.

#J-18808-Ljbffr…