Client Services Associate

Job Description:

Core-Asset Consulting is delighted to be partnering with a leading UK wealth management firm to recruit a Client Services Executive in their Edinburgh office. This is an excellent opportunity for a motivated and detail-driven wealth professional to join an established, client-focused team in a busy and varied role. They offer different routes of progression and support professional qualifications.

Skills/Experience:

Experience within a Client Services function in a wealth management environment is essential.

Minimum of 2-3 years' experience within financial services.

Strong understanding of pensions, bonds and other investment wrappers.

Strong accuracy and excellent attention to detail.

Experience supporting the end-to-end onboarding of new clients.

Ability to organise workload effectively and reach deadlines.

A proactive approach with the confidence to use initiative.

Strong communication skills, both written and verbal.

Highly client-focused, with a commitment to delivering excellent service.

Adaptable and comfortable working in a dynamic environment.

Willingness to identify process improvements and contribute ideas to enhance level of service.

Good technical understanding of operational administration including transfers and settlement.

Confident user of Microsoft Office applications, especially Excel.

Core Responsibilities:

Support Advisers in meeting annual suitability review targets by arranging client meetings, attending meetings where required and completing post-meeting documentation.

Produce Statements of Suitability (SOS) following client meetings and ensure all annual review activities are completed promptly.

Process new business applications across a range of products including GIA/ISA/SIPP, VCT/EIS, Protection and Bonds, ensuring accurate account setup and fee configuration.

Set up fee estimates and support the timely processing of initial fees.

Complete new business cases within the CRM system, ensuring all advice events and client records remain accurate and up to date.

Maintain compliant and well-structured advice files.

Act as a secondary point of contact for clients, providing updates on transfers and responding to queries.

Action dealing instructions, including switches, rebalances, investments and fund withdrawals.

Process bond encashments and withdrawals.

Ensure all client communications - emails, letters, reports - accurate, timely and appropriate.

Liaise closely with internal operations teams to help minimise errors and support strong service delivery.

Proactively identify opportunities to enhance operational systems and procedures.

Recommend practical improvements to processes and contribute to the creation and review of internal procedures.

Maintain filing in line with regulatory and internal standards.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.