Job Description:

Core-Asset Consulting is working with a growing wealth management firm to recruit a Client Services Executive to join their team in Edinburgh on a full-time basis.

This role offers the opportunity to support front-office teams in delivering a high standard of service to clients. You will play a key role in ensuring operational efficiency, maintaining accurate client records, and supporting the end-to-end client lifecycle. This role offers professional qualification sponsorship and strong progression opportunities.

Essential Skills/Experience:

• Experience in a similar financial services role.
• Strong communication skills, both written and verbal.
• High level of organisation and attention to detail.
• Ability to manage workload effectively and meet deadlines.
• Proactive approach with a strong focus on client service.
• Experience using CRM systems is advantageous.
• Willingness to develop knowledge and relevant industry qualifications.

Core Responsibilities:

• Act as a point of contact for clients and intermediaries, responding to queries and maintaining accurate records.
• Support portfolio-related activity, including processing payments and handling incoming funds.
• Prepare client meeting materials and assist with reporting, including quarterly valuations.
• Support client onboarding processes, including KYC and suitability checks.
• Coordinate with internal teams to ensure smooth onboarding and ongoing service delivery.
• Maintain client documentation in line with regulatory and internal requirements.
• Work closely with Risk & Compliance to ensure adherence to relevant regulations.
• Liaise with internal teams to ensure client data is accurate and up to date.
• Provide general administrative support as required.

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: (16463)

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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