Client Service Assistant - Edinburgh, United Kingdom - Idex

Idex

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Responsibilities:

Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports
Setting up online access for new and existing clients and assisting with all queries in relation to the portal
Setting up all payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals
Processing and monitoring transfers in and out
You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated
Inputting of Fact Finds into the system for new clients
Producing reports including valuations, performance summaries and transaction statements
Review mail and allocate to respective Advisers within the team or internal office.
Support with office services duties as reasonably required including reception, mail duties and answering telephone calls
To support the administration of the quarterly reporting process using the agreed plan, liaising with all internal departmental and external stakeholder parties

Skills:

Accuracy and attention to detail when reviewing reports
Knowledge of Pershing Nexus and Xplan systems & procedures would be beneficial

Qualifications:

An industry relevant examination such as CISI IAD / CISI IOC Qualification or working towards this is desired but not essential

Visit the IDEX Consulting Ltd website for further opportunities.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.

We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.