Operations associate Work, Jobs in Rosyth, Fif (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
Customer Service Quality Control & Performance Coach
JPMorganChase —Edinburgh
- Full-time
- Customer service
- Salesforce
- Research
ServiceNow Business Analyst, Associate
BlackRock Investments —Edinburgh
- Hybrid work
- No experience needed
- In-person
- Communication skills
- Work from home
Stock Lead - St. James Quarter, Hollister
Hollister —Edinburgh
- Weekend availability
- Customer service
- Merchandising
- Team management
- Store discount
- Employee discount
Associate Director, Operations Transformation, Airline Industry, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Business development
- Team management
- Mentoring
Senior Sales
Hawes & Curtis —Edinburgh
- £27,200 - £27,800 a year
- Full-time
- Merchandising
- Organisational skills
- In-person
Quick apply
8h
Sales Associate
Sunspel —Edinburgh
- Part-time
- Customer service
- Retail sales
6d
PLOS Medicine Associate Editor- 12 Month FTC
Public Library of Science —Edinburgh
- £35,000 - £47,000 a year
- Remote
- Doctoral degree
- Communication skills
Team Member
NEXT —Edinburgh
- £8.28 - £12.71 an hour
- Part-time
- Customer service
- Employee discount
4d
Associate, Portfolio Analytics & Reporting, PFS
BlackRock Investments —Edinburgh
- Hybrid work
- Bachelor's degree
- Organisational skills
- In-person
- Work from home
- Life insurance
11d
Graduate Content Marketing Associate
AnywhereWorks —Edinburgh
- £28,000 a year
- Full-time
- Remote
- Marketing
- Bachelor's degree
- Work from home
5d
Client Finance Manager
Real Chemistry —Edinburgh
- Hybrid work
- Organisational skills
- In-person
- Communication skills
- Annual leave
5d
Laboratory Manager
Heriot Watt University —Edinburgh
- £37,694 - £47,389 a year
- Part-time
- Doctoral degree
- Bachelor's degree
- Business
- Annual leave
- Flexible schedule
4d
Full Time Gym Instructor
Marriott International, Inc —Edinburgh
- Full-time
- English
- Hotel
- Cleaning
3d
Urban Outfitters Sales Associate - Edinburgh, Scotland
Urban Outfitters —Edinburgh
- Part-time
- Customer service
- Merchandising
- Training & development
- Annual leave
- Employee assistance programme
3d
AI LLM Technology Architecture Associate Manager
Accenture —Edinburgh
- Full-time
- Master's degree
- Machine learning
- AI
Associate Director, Operational Finance, GBS - Finance Transformation
Deloitte —Edinburgh
- Hybrid work
- Business development
- Agile
Visual Lead - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Team management
- Recruiting
- Leadership
Quick apply
Anthropologie Team Leader - Edinburgh, Scotland
Anthropologie —Edinburgh
- Overtime
- Sales
- Customer service
- Merchandising
- Annual leave
- Employee assistance programme
11d
Associate, Financial & Prudential Reporting Accountant
BlackRock Investments —Edinburgh
- Hybrid work
- In-person
- Work from home
4d

I want to receive the latest job alerts for operations associate in rosyth, fif

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

Client Services Associate

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent

Qualifications

Microsoft Word
CRM software
Financial Conduct Authority guidelines
Pension
Meeting coordination
Stakeholder liaison
Writing skills
Filing
Case record updates
Internal department liaison
Microsoft Office Suite
Numeracy
Continuous improvement
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

operations associate jobs in rosyth, fif

Client Services Associate

Customer Service Quality Control & Performance Coach

ServiceNow Business Analyst, Associate

Stock Lead - St. James Quarter, Hollister

Associate Director, Operations Transformation, Airline Industry, Operations Industry & Domain Solutions, Technology & Transformation

Senior Sales

Sales Associate

PLOS Medicine Associate Editor- 12 Month FTC

Team Member

Associate, Portfolio Analytics & Reporting, PFS

Graduate Content Marketing Associate

Client Finance Manager

Laboratory Manager

Full Time Gym Instructor

Urban Outfitters Sales Associate - Edinburgh, Scotland

AI LLM Technology Architecture Associate Manager

Associate Director, Operational Finance, GBS - Finance Transformation

Visual Lead - Multrees Walk, Edinburgh

Anthropologie Team Leader - Edinburgh, Scotland

Associate, Financial & Prudential Reporting Accountant

I want to receive the latest job alerts for operations associate in rosyth, fif

Related Searches

Explore jobs in more locations

About The Role

About You

About Us

Jobseeker tools

Employer Tools

Browse

Stay Connected