Client Services Manager

Idex Consulting have partnered with a boutique DFM business who are looking for a 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 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:

1. Experience of working in a similar role within Financial Services or Wealth Management
2. Strong administrative skills and a keen interest in building and maintaining client relationships
3. Strong IT skills - Word, Excel, and PowerPoint
4. Excellent attention to detail and a methodical approach to problem solving

In return, you will receive a competitive salary and join a well-run business with great job satisfaction.