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

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Customer Service Quality Control & Performance Coach
JPMorganChase —Edinburgh
- Full-time
- Salesforce
- Analysis skills
- Communication skills
Consulting Associate
Biedrzycki Enterprise Consulting Ltd —Edinburgh
- £3,800 - £4,900 a month
- Full-time
- Writing skills
- Research
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
17h
Associate Business Analyst
Royal Bank of Canada —Edinburgh
- Full-time
- Agile
6d
Operations Manager
Raeburn Training —Kirkcaldy
- £35,000 - £48,000 a year
- Full-time
- Continuous improvement
- Human resources
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
17h
Governance & Reporting Associate
JPMorganChase —Edinburgh
- Full-time
- Microsoft Powerpoint
- Organisational skills
- Financial services
15h
Sales Associate, Multrees Walk, Edinburgh
Michael Kors —Edinburgh
- £26,000 - £33,500 a year
- Part-time
Sales Associate
Luca Faloni —Edinburgh
- Full-time
- Bilingual
- Hospitality
- Sales
- Employee discount
Quick apply
4d
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Negotiation
- Annual leave
Legal Administrator
Rae McCabe Associates —Edinburgh
- £28,000 - £33,000 a year
- Full-time
- Travel
- Organisational skills
- Typing
Quick apply
13d
Scientific Associate
Charles River Laboratories —Tranent
- £28,789.65 a year
- Full-time
- Laboratory experience
- No degree
- Communication skills
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
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
7d
Scientific Associate 1
Charles River Laboratories —Tranent
- £28,789.76 a year
- Full-time
- Computer literacy
- No degree
- Computer skills
8d
Projects Associate (Procurement)
Burges Salmon —Edinburgh
- Hybrid work
- Business development
Audit Senior Associate
Saffery —Edinburgh
- Full-time
- Hybrid work
- Accounting
- Mentoring
- Organisational skills
- Profit sharing
- Annual leave
Customer Services Support (Self Invested Pensions)
XPS Pensions Group —Stirling
- Full-time
- Communication skills
- Time management
- Employee discount
- Referral programme
12h
Data Services Actuary (Associate Consultant/Consultant)
Lane Clark & Peacock —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Annual leave
- Employee discount
Associate Monitoring Surveyor
Arcadis —Edinburgh
- Business development
- Mentoring
- Contracts
3d
ServiceNow Business Analyst, Associate
BlackRock Investments —Edinburgh
- Hybrid work
- No experience needed
- In-person
- Communication skills
- Work from home

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client services associate jobs near kirkliston, 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 kirkliston, edh

Client Services Associate

Customer Service Quality Control & Performance Coach

Consulting Associate

Associate Business Analyst

Operations Manager

Governance & Reporting Associate

Sales Associate, Multrees Walk, Edinburgh

Sales Associate

Renewable Energy Development Advisor - Associate

Legal Administrator

Scientific Associate

Conference and Banqueting Associate

Junior Investment Associate

Scientific Associate 1

Projects Associate (Procurement)

Audit Senior Associate

Customer Services Support (Self Invested Pensions)

Data Services Actuary (Associate Consultant/Consultant)

Associate Monitoring Surveyor

ServiceNow Business Analyst, Associate

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