IDEX Consulting Ltd
Client Services Executive
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Idex Consulting is working with a boutique Discretionary Fund Management (DFM) firm to recruit a Client Services Executive for their Edinburgh office.
As a Client Services Executive, you will be a central point of contact for clients and intermediaries, ensuring smooth communication, accurate processing of instructions, and proactive support across all client servicing activity. You’ll work closely with portfolio managers, operations, compliance, and data teams to ensure an efficient and compliant client journey.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities:
- Act as a main point of contact for clients and intermediaries
- Handle queries, instructions, and maintain accurate client records
- Prepare meeting packs and support client reporting and valuations
- Assist with onboarding, including KYC and suitability checks
- Coordinate with Operations, Risk & Compliance, and Data teams
- Process client payments following verification
- Support general office duties including admin, diary, and reception cover
Get help with your application
Your very own career expert that helps elevate your application to the next level.
About You:
- Ideally 2 years’ experience in a similar client services or financial services role (entry-level candidates with strong potential also considered)
- Strong communication and organisational skills
- CRM experience (e.g. Xplan) desirable
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills