Transaction processing associate Work, Jobs in Edinburgh, Edh (with Salaries)

Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Writing skills

Check out these similar jobs

Based on your search for transaction processing associate jobs.

Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
Suitable for school leavers or graduates. This role is suitable for those looking for their first professional opportunity after school or university.
Graduate Partner, PXT
Amazon UK Services Ltd. —Dundee
Our inclusive culture empowers Amazonians to deliver the best results for our customers. As an integral part of the HR team, you will help drive a positive…

I want to receive the latest job alerts for transaction processing associate in edinburgh, edh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

transaction processing associate jobs near edinburgh, edh

Client Services Associate jobs in Edinburgh

Physician Associate jobs in London

Client Services Associate (Graduate)

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent

Qualifications

Microsoft Word
Financial Conduct Authority guidelines
Microsoft Excel
Stakeholder liaison
Writing skills
Financial report writing
Filing
Internal department liaison
Microsoft Office Suite
Numeracy
Continuous improvement
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.
This role is suitable for those looking for their first professional opportunity after school or university.

Responsibilities:

Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals
Monitoring cash reconciliations and outstanding fees
Processing and monitoring transfers in and out, liaising with clients and colleagues
You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated
Producing reports including valuations, performance summaries and transaction statements
Support wider team with processing new business application forms
Processing accounts closures and deceased client cases and ensure timely completion of such cases
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 eg 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 desired
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
Suitable for school leavers or graduates
Working towards 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

transaction processing associate jobs in edinburgh, edh

Client Services Associate (Graduate)

Check out these similar jobs

I want to receive the latest job alerts for transaction processing associate in edinburgh, edh

Explore jobs in more locations

About The Role

About You

About Us

Jobseeker tools

Employer Tools

Browse

Stay Connected