Client services associate Work, Jobs in Leith, Edh (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Customer Service Associate
UPS —Edinburgh
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Access
Associate Post Transaction Consultant
Hymans Robertson LLP —Edinburgh
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- Communication skills
Quick apply
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Microsoft Office
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
Pensions Associate
Gallagher Benefit Services —Edinburgh
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Legal Administrator
Rae McCabe Associates —Edinburgh
- £28,000 - £33,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Travel
Quick apply
2d
Data Services Actuary (Associate Consultant/Consultant)
Lane Clark & Peacock —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Annual leave
- Employee discount
Human Resources Business Partner (9 month FTC)
Charles River Laboratories —Tranent
- £35,000 - £45,000 a year
- Full-time
- Sales
- Administrative experience
- Analysis skills
Product Development and Implementation Senior Associate
Franklin Templeton Investments —Edinburgh
- Full-time
- Microsoft Office
- Bachelor's degree
- No degree
Conference and Banqueting Associate
Dalmahoy Hotel & Country Club —Edinburgh
- £12.71 an hour
- Full-time
- Hospitality
- Hotel
- Communication skills
- Employee discount
- Flexible schedule
Quick apply
4d
Associate Ornithologist
SLR Consulting —Edinburgh
- Full-time
- No degree
- Leadership
- Annual leave
- Employee assistance programme
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Negotiation
- Annual leave
Associate Director- BIM Manager- Birmingham, Belfast, Edinburgh, Glasgow, Leeds, Manchester, Newcastle
Turner & Townsend —Edinburgh
- Full-time
- Presentation skills
- Communication skills
Quick apply
2d
Senior Manager-Associate Director, Cyber Incident Response Advisory and Incident Management, Recovery and Resilience
Deloitte —Edinburgh
- Hybrid work
- Management
- Business development
- No degree
Customer Service Quality Control & Performance Coach
JPMorganChase —Edinburgh
- Full-time
- Salesforce
- Analysis skills
- Communication skills
Assistant Project Manager/ Project Manager (Water Sector)
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Project management
- Organisational skills
CRA 2 - Single Sponsor Dedicated
IQVIA —Livingston
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Scientific Associate, Chromatographic Bioanalysis
Charles River Laboratories —Tranent
- £27,951.22 a year
- Full-time
- Sales
- Bachelor's degree
- Free parking
- Employee discount
Audit Senior Associate
Saffery —Edinburgh
- Full-time
- Hybrid work
- Accounting
- Mentoring
- Organisational skills
- Profit sharing
- Annual leave

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

client services associate jobs near leith, edh

Client Services Associate

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent

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 leith, edh

Client Services Associate

Client Services Associate (Graduate)

Customer Service Associate

Associate Post Transaction Consultant

Assistant Banking Manager, Edinburgh

Pensions Associate

Legal Administrator

Data Services Actuary (Associate Consultant/Consultant)

Human Resources Business Partner (9 month FTC)

Product Development and Implementation Senior Associate

Conference and Banqueting Associate

Associate Ornithologist

Renewable Energy Development Advisor - Associate

Associate Director- BIM Manager- Birmingham, Belfast, Edinburgh, Glasgow, Leeds, Manchester, Newcastle

Senior Manager-Associate Director, Cyber Incident Response Advisory and Incident Management, Recovery and Resilience

Customer Service Quality Control & Performance Coach

Assistant Project Manager/ Project Manager (Water Sector)

CRA 2 - Single Sponsor Dedicated

Scientific Associate, Chromatographic Bioanalysis

Audit Senior Associate

I want to receive the latest job alerts for client services associate in leith, edh

Related Searches

Explore jobs in more locations

About The Role

About You

About Us

Jobseeker tools

Employer Tools

Browse

Stay Connected