Client services associate Work, Jobs in Kirkcaldy, Fif (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
Audit Senior Associate- Asset Management
Crowe —Kirkcaldy
- Accounting
- Mentoring
- Leadership
Quick apply
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
9d
Customer Service Quality Control & Performance Coach
JPMorganChase —Edinburgh
- Full-time
- Customer service
- Salesforce
- Research
Clinical Research Associate II
IQVIA —Livingston
- Full-time
- No degree
- Recruiting
Sales Associate
Trek Bicycle Corporation Ltd —Lasswade
- Part-time
- Hospitality
- Customer service
- Annual leave
- Employee assistance programme
Quick apply
8d
Senior Analyst, Project Administration Support, Asset Pricing Team, Audit and Assurance – 12 month FTC
Deloitte —Edinburgh
- Hybrid work
- No experience needed
- Communication skills
- Time management
Depositary Operations, Senior Associate
State Street —Edinburgh
- Full-time
- Customer service
- Presentation skills
- No degree
2d
Conference and Banqueting Associate
Dalmahoy Hotel & Country Club —East Calder
- £12.71 an hour
- Full-time
- Hotel
- Guest services
- Communication skills
- Employee discount
- Flexible schedule
Quick apply
Part Time Spa Attendant - Female Locker Room
Marriott International, Inc —Edinburgh
- Part-time
- English
- Hotel
- Communication skills
- Referral programme
2d
Associate, Financial & Prudential Reporting Accountant
BlackRock Investments —Edinburgh
- Hybrid work
- In-person
- Work from home
2d
Senior Product Owner: Lending, Edinburgh
Hampden Bank —Edinburgh
- Banking
- Annual leave
- Employee assistance programme
Associate Director, Operations Transformation, Airline Industry, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Business development
- Team management
- Mentoring
Floor Manager
Frasers —Dundee
- £35,950 a year
- Full-time
- Customer service
- Conflict management
- Training & development
- Employee discount
Quick apply
Associate Director - Deals - Corporate Finance
Cooper Parry —Edinburgh
- Full-time
- Business development
- Analysis skills
- Team management
Senior Mechanical Engineer
Cundall —Edinburgh
- Full-time
- HVAC
1d
Full Time Gym Instructor
Marriott International, Inc —Edinburgh
- Full-time
- English
- Hotel
- Cleaning
2d
Part Time In Room Dining Server
Marriott International, Inc —Edinburgh
- Part-time
- Bar
- English
- Hotel
- Referral programme
2d
Associate or Senior Associate, Commercial Real Estate
Morton Fraser MacRoberts —Edinburgh
- Supervising experience
- Mentoring
- Communication skills
- Employee discount
2d
HSEQ Manager
Thomas Franks Ltd —Edinburgh
- Full-time
- Continuous improvement
- Communication skills
- School
- Employee assistance programme
- Employee discount
Quick apply
4d

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Client Services Associate

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent

Qualifications

Microsoft Word
CRM software
Financial Conduct Authority guidelines
Pension
Meeting coordination
Stakeholder liaison
Writing skills
Filing
Case record updates
Internal department liaison
Microsoft Office Suite
Numeracy
Continuous improvement
Financial services
Communication skills
Certificate in Insurance

Full job description

About The Role

Purpose:
To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.

Responsibilities:

Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post-meeting documentation
Creating Statements of Suitability (SOS) for clients post meeting and ensuring the annual review process is completed in a timely manner
Help to input and process new business application forms, including GIA/ISA/SIPP,VCTS/EIS, Protection & Bonds, ensuring client accounts are set up correctly, including fee rates and account groups.
Set up fee estimations on Commpay and ensure timely processing of initial fees
Complete new business cases on the CRM system (Xplan), including advice events, ensuring the system is kept up to date
Maintain compliant advice files in Practice Management System (Xplan)
Be a second point of contact for clients to assist with queries and updates on transfers
Action dealing instructions directly from clients and the Advisers for ongoing placement including switches, rebalances, investing monies and raising funds
Process bond encashments and withdrawals
Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports
Liaise closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels
Continually look at ways to enhance operational systems and procedures to maximise efficiencies, e.g., Xplan
Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required
Filing, in accordance with 7IM and FCA procedures
Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
Other duties, as reasonably required by the line manager and 7IM

About You

Skills:

Accuracy and attention to detail
Organisation of own workload to meet deadlines
Client-focused, delivering a high standard of client service
Must be proactive and able to use initiative
Good communication skills, both oral and written
Adaptive to change
Proficient in MS Word/Excel
Ability & willingness to identify and suggest improvements in processes/service levels

Knowledge:

Experience in Client Services within Wealth Management is essential
Minimum of 2-3 years’ experience in a Financial Services company
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Good working knowledge of all Microsoft Office applications, specifically Excel
Good knowledge of operational administration, including settlement and transfers

Qualifications:

Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard
Working towards or completed an industry examination such as CII Level 4 Financial Planning qualification

Other relevant information:

Reports into the Client Services Team Manager

About Us

Not Specified

Apply Now

Refine Your Search

client services associate jobs in kirkcaldy, fif

Client Services Associate

Audit Senior Associate- Asset Management

Junior Investment Associate

Customer Service Quality Control & Performance Coach

Clinical Research Associate II

Sales Associate

Senior Analyst, Project Administration Support, Asset Pricing Team, Audit and Assurance – 12 month FTC

Depositary Operations, Senior Associate

Conference and Banqueting Associate

Part Time Spa Attendant - Female Locker Room

Associate, Financial & Prudential Reporting Accountant

Senior Product Owner: Lending, Edinburgh

Associate Director, Operations Transformation, Airline Industry, Operations Industry & Domain Solutions, Technology & Transformation

Floor Manager

Associate Director - Deals - Corporate Finance

Senior Mechanical Engineer

Full Time Gym Instructor

Part Time In Room Dining Server

Associate or Senior Associate, Commercial Real Estate

HSEQ Manager

I want to receive the latest job alerts for client services associate in kirkcaldy, fif

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