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

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
4d
Client Service - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- Bachelor's degree
- In-person
- Work from home
Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Client Contracting Associate
BlackRock Investments —Edinburgh
- Hybrid work
- IT
- Financial services
- In-person
- Work from home
Front Desk Associate
WeWork —Edinburgh
- Full-time
- Hospitality
- Bar
- Customer service
Investment Middle Office Services (IMOS) - Client Operations - Senior Associate
JPMorganChase —Edinburgh
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Sales Associate
Luca Faloni —Edinburgh
- Full-time
- Bilingual
- Hospitality
- Sales
- Employee discount
Quick apply
Customer Service Associate
UPS —Edinburgh
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Access
Administrator Deskside services
HCLTech —Perth
- £24,420 - £34,000 a year
- English
- Windows
- Microsoft Office
Quick apply
13d
Pensions Associate
Gallagher Benefit Services —Edinburgh
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Lecturer in Primary Education
University of Stirling —Stirling
- £38,784 - £46,049 a year
- Part-time
- Doctoral degree
- IT
- Teaching
13d
Client Platform, Analytics & Reporting - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- English
- Work from home
Academy Penetration Testing Consultant
Bridewell —Edinburgh
- Full-time
- Hybrid work
- No experience needed
- Travel
- Mentoring
Quick apply
12d
Customer Service Quality Control & Performance Coach
JPMorganChase —Edinburgh
- Full-time
- Salesforce
- Analysis skills
- Communication skills
Legal Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- In-person
- AI
- Work from home
Associate, Business Audit
BlackRock Investments —Edinburgh
- Hybrid work
- Data analysis skills
- Project management
- Organisational skills
- Work from home
5d
Paid Social Manager
Soar With Us —Edinburgh
- £40,000 - £45,000 a year
- Full-time
- Remote
- Communication skills
- Annual leave
- Life insurance
Quick apply
Property Administrator
Rettie —Edinburgh
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick apply
11d
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Negotiation
- Annual leave
Senior Paid Social Manager
Soar With Us —Edinburgh
- £45,000 - £52,000 a year
- Full-time
- Remote
- Project management
- Mentoring
- Organisational skills
- Annual leave
- Life insurance
Quick apply

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client services associate jobs near crossford, fif

Client Services Associate

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent
4 days ago

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Office
Numeracy
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 crossford, fif

Client Services Associate

Client Service - Associate

Client Services Associate (Graduate)

Client Contracting Associate

Front Desk Associate

Investment Middle Office Services (IMOS) - Client Operations - Senior Associate

Sales Associate

Customer Service Associate

Administrator Deskside services

Pensions Associate

Lecturer in Primary Education

Client Platform, Analytics & Reporting - Associate

Academy Penetration Testing Consultant

Customer Service Quality Control & Performance Coach

Legal Associate

Associate, Business Audit

Paid Social Manager

Property Administrator

Renewable Energy Development Advisor - Associate

Senior Paid Social Manager

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