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Idex Consulting have partnered with a boutique DFM business who are looking for an Client Services Manager to join their team in Edinburgh. This is an excellent opportunity for a motivated individual with a keen interest in client service within financial services.The CSM will be responsible for assisting the portfolio management team, in various aspects of the client service, including client on-boarding, production of reports, meeting preparations and managing client data. The primary focus of the role will be supporting the portfolio management team, in various aspects of client on-boarding and client communications. You will also support portfolio management with diary management, client reporting and quarterly valuations, The ideal candidate will have:
- Experience of working in a similar role within Financial Services or Wealth Management
- Strong administrative skills and a keen interest in building and maintaining client relationships
- You will also have strong IT skills - Word, Excel and PowerPoint
- Excellent attention to detail and a methodical approach to problem solving
In return you will receive a really competitive salary and join a well-run business with great job satisfaction.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
