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Senior Client Services Lead – Wealth Management

  • Job type Posted on: Jun 27, 2026
  • Experience level IDEX Consulting Ltd
  • Employment type Taunton, Massachusetts
  • Employment type Onsite
  • Salary Full-time
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Job Title :

Senior Client Services Lead – Wealth Management

Job Type :

Full-time

Job Location :

Taunton Massachusetts United States

Remote :

No

Jobcon Logo Job Description :

View Full Description
IDEX Consulting Ltd, based in Taunton, is seeking a Senior Client Administrator to enhance client experience and support financial planning processes. The role involves managing client activities, processing new businesses, and collaborating with Financial Advisers. Offering a competitive salary of £34,000, the position includes performance bonuses, flexible hybrid working, and up to 30 days of annual leave with strong progression paths. Ideal candidates will have prior experience in a financial environment and excellent organizational skills. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Jun 27, 2026

Reference Number:

14660_83F5D5F3C29EB554E8532A19F33FA902

Employment:

Full-time

Salary:

Not Available

City:

Taunton

Job Origin:

APPCAST_CPC

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IDEX Consulting Ltd, based in Taunton, is seeking a Senior Client Administrator to enhance client experience and support financial planning processes. The role involves managing client activities, processing new businesses, and collaborating with Financial Advisers. Offering a competitive salary of £34,000, the position includes performance bonuses, flexible hybrid working, and up to 30 days of annual leave with strong progression paths. Ideal candidates will have prior experience in a financial environment and excellent organizational skills. #J-18808-Ljbffr

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