IFA Client Services Associateat Premier Jobs UK Limited
PPremier Jobs UK LimitedOld Town, Edinburgh
Old TownFull timeOn-sitePermanent
annual salary£28,000 – £32,000per year
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join a leading national IFA firm as a Client Services Associate, where you’ll play a pivotal role in enhancing client experiences. This remote opportunity invites you to support onboarding and business processing while working within a structured environment that values your contributions.
what you'll be doing
1Client OnboardingFacilitate the onboarding process for new clients efficiently.
2Review MeetingsCoordinate and assist in client review meetings to ensure satisfaction.
3Business ProcessingHandle the processing of new business with precision and care.
4Client SupportProvide exceptional support to existing clients, addressing queries promptly.
what you'll need
experienceRelevant experience preferred
hoursFull time
startASAP
OrganisationalCommunicationAttention to detailClient-focusedTeam player
Premier Jobs UK Limited is hiring a IFA Client Services Associate in Edinburgh. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.