Support & client services managers Work, Jobs in Edinburgh, Sct (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
4d
Client Service Product Support Specialist - PMS
Clearwater Analytics, Ltd. —Edinburgh
- Bachelor's degree
- Front desk
- Accounting
Quick apply
Administrative Assistant
St Andrew’s College Language Schools —Edinburgh
- £18 - £59 an hour
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Trainee Campaign Manager
Open Alliances Group Ltd —Edinburgh
- £28,000 - £32,000 a year
- Full-time
- Sales
- Social media management
- Customer service
- Free parking
- Paid training
Quick apply
12d
Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Event Operations Manager
Sodexo —Edinburgh
- £36,000 a year
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Hospitality
- Employee assistance programme
Quick apply
14d
Service Manager - Managed Services
Mercury Hampton Ltd —Edinburgh
- £45,000 - £60,000 a year
- Full-time
- Azure
- Customer service
- Mentoring
- Annual leave
Quick apply
12d
Customer Service Manager
Grant Westfield —Edinburgh
- Management
- Customer service
- No degree
- Annual leave
- Employee discount
Client Programme Manager
Burges Salmon —Edinburgh
- Business development
- Continuous improvement
- Time management
Business Support Assistant, Edinburgh
Hampden Bank —Edinburgh
- Full-time
- Computer literacy
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
Operations Support Manager
OCS Group —Livingston
- £15.50 an hour
- Microsoft Office
- Analysis skills
- Driving
Quick apply
12d
Concession Manager
Luca Faloni —Edinburgh
- Full-time
- In-person
- Leadership
- Marketing
- Employee discount
Quick apply
Business Energy Advisor- Client Manager
Energy Saving Trust —Edinburgh
- £29,513 a year
- Full-time
- Remote
- Customer service
- Work from home
4d
Conference & Meetings Operations Manager
Elior UK —Edinburgh
- £36,000 a year
- Full-time
- Hospitality
- Continuous improvement
- Team management
Quick apply
18h
Sales & Events Manager
Elior UK —Edinburgh
- £40,000 a year
- Full-time
- Hospitality
- Sales
- Organisational skills
Quick apply
Front Desk Associate
WeWork —Edinburgh
- Full-time
- Hospitality
- Bar
- Customer service
Personal Assistant / Business Support
Patria Investments —Edinburgh
- Hybrid work
- Financial services
- Communication skills
- Work from home
Housing Assistant
Pinnacle Group —Edinburgh
- £26,227.50 a year
- Monday to Friday
- Customer service
- Administrative experience
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Hospitality Manager
Elior UK —Edinburgh
- £38,000 - £40,000 a year
- Full-time
- Hospitality
- Marketing
- Customer service
Quick apply
18h
Business Support Assistant
Capital City Partnership —Edinburgh
- £30,188 a year
- Temporary
- CRM software
- Hospitality
- Maintenance
- Annual leave
- Flexitime
10d

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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

support & client services managers jobs in edinburgh, sct

Client Services Associate

Client Service Product Support Specialist - PMS

Administrative Assistant

Trainee Campaign Manager

Client Services Associate (Graduate)

Event Operations Manager

Service Manager - Managed Services

Customer Service Manager

Client Programme Manager

Business Support Assistant, Edinburgh

Operations Support Manager

Concession Manager

Business Energy Advisor- Client Manager

Conference & Meetings Operations Manager

Sales & Events Manager

Front Desk Associate

Personal Assistant / Business Support

Housing Assistant

Hospitality Manager

Business Support Assistant

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