IPOE Consulting
Client Services Executive
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Client Services Executive Edinburgh | Permanent | £35,000 | Wealth Management
Are you an organised client services professional looking to build your career within a respected wealth management firm?
We're recruiting on behalf of a well-established investment and wealth management business in Edinburgh that is looking to appoint a Client Services Executive to join its Portfolio Management team on a permanent basis.
This is an excellent opportunity for someone with experience in financial services administration or client services who enjoys delivering exceptional client experiences while supporting a busy front-office team.
The Role
As a Client Services Executive, you'll play a key role in delivering first-class support to clients, portfolio managers and intermediaries. You'll ensure client requests are handled efficiently, documentation is completed accurately, and regulatory standards are maintained throughout the client journey.
Working collaboratively across Operations, Risk & Compliance and Client Data teams, you'll help deliver a seamless service while contributing to the ongoing success of the business.
Key Responsibilities
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- Act as a first point of contact for clients and intermediaries, responding to enquiries professionally and efficiently.
- Liaise with clients regarding portfolio instructions, third-party payments and receipt of funds.
- Prepare client meeting packs and presentation materials.
- Produce quarterly client valuations and support reporting requirements.
- Assist with client onboarding, including KYC and suitability processes.
- Coordinate with Operations to ensure smooth transitions for new clients.
- Process client payments following verification procedures.
- Prepare, scan and maintain accurate client documentation in line with FCA and internal requirements.
- Maintain up-to-date client verification records.
- Work closely with Risk & Compliance to ensure regulatory adherence.
- Liaise with Client Data teams to maintain accurate client records.
- Provide wider administrative support, including diary management and reception cover where required.
About You
You'll ideally have:
- Around two years' experience in a client services, financial planning or wealth management support role.
- Excellent written and verbal communication skills.
- Strong organisational skills with exceptional attention to detail.
- Experience using CRM systems (Xplan experience would be advantageous).
- A minimum of three Highers/A Levels (or equivalent).
- The Level 3 Investment Operations Certificate (IOC), or the willingness to study towards it.
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What We're Looking For
We're seeking someone who demonstrates:
- Outstanding attention to detail.
- Excellent time management and organisational skills.
- A proactive, client-first approach.
- A willingness to learn and develop professionally.
- Ownership and accountability.
- The ability to work collaboratively within a regulated environment.
- Resilience and the confidence to manage competing priorities.
What's on Offer
- Permanent position
- Salary of £35,000
- Edinburgh-based office
- Opportunity to develop within a highly respected wealth management environment
- Supportive team culture with excellent career development opportunities
If you're looking to progress your career within wealth management and pride yourself on delivering outstanding client service, we'd love to hear from you.
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