Associate manager Work, Jobs in Colinton, Edh (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Store Manager
Foot Locker —Edinburgh
- Weekend availability
- Sales
- Maths
- Leadership
- Employee assistance programme
- Employee discount
Part Time Luxury Fragrance Consultant, John Lewis Edinburgh
Kenneth Green Associates —Edinburgh
- Part-time
- Customer service
- In-person
- Retail sales
- Employee discount
- Sick pay
Quick apply
8d
Chocolate Retail Associate
Harvest and Green —Edinburgh
- £12.71 an hour
- Part-time
- Bilingual
- Microsoft Word
- Microsoft Outlook
- Store discount
- Employee discount
Quick apply
Learning Manager
Amazon UK Services Ltd. —Dunfermline
- Full-time
- Project management
- Bachelor's degree
- Psychology
Principal Pensions Associate
Gallagher Benefit Services —Edinburgh
- Microsoft Office
- Analysis skills
- Mentoring
- Employee stock purchase plan
- Life insurance
Waiter - One Square
Marriott International, Inc —Edinburgh
- Weekend availability
- Serving
- Bar
- Microsoft Outlook
Shift Leader
Foot Locker —Edinburgh
- £10.00 - £14.12 an hour
- Part-time
- Merchandising
- Supervising experience
- Employee assistance programme
- Employee discount
Research Associate
University of Edinburgh —Edinburgh
- Full-time
- University
- Annual leave
- Employee discount
Casual Food & Beverage Server
Marriott International, Inc —Edinburgh
- Part-time
- Bar
- Microsoft Outlook
- English
Manager, Employment Taxes Pensions
Deloitte —Edinburgh
- Hybrid work
- English
- Tax experience
Beverage Production Specialist
Marriott International, Inc —Edinburgh
- Part-time
- Hospitality
- Bar
- Hotel
- Employee discount
Assistant Project Manager/ Project Manager (Water Sector)
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Project management
- Organisational skills
Associate Risk Manager / Project Director
AECOM —Edinburgh
- Full-time
- Hybrid work
- Project management
- Bachelor's degree
- Team management
GPP - Practice Nurse – Chronic Disease Management - 250913
NHS Scotland —Glenrothes
- Organisational skills
- Communication skills
- Nursing
Associate Director Climate Resilience and Adaptation
AECOM —Edinburgh
- Full-time
- Hybrid work
9d
Waiter/ess - SUSHISAMBA
Marriott International, Inc —Edinburgh
- Part-time
- Bar
- Hotel
- Communication skills
- Employee discount
5d
Associate Director, Civil Engineer - Water Infrastructure
AECOM —Edinburgh
- Full-time
- Hybrid work
- Management
- Engineering
- Master's degree
AI LLM Technology Architecture Associate Manager
Accenture —Edinburgh
- Full-time
- Azure
- Master's degree
- AWS
Senior Paid Social Manager
Soar With Us —Edinburgh
- £45,000 - £52,000 a year
- Full-time
- Remote
- Project management
- Mentoring
- Organisational skills
- Annual leave
- Life insurance
Quick apply

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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

associate manager jobs in colinton, edh

Client Services Associate

Store Manager

Part Time Luxury Fragrance Consultant, John Lewis Edinburgh

Chocolate Retail Associate

Learning Manager

Principal Pensions Associate

Waiter - One Square

Shift Leader

Research Associate

Casual Food & Beverage Server

Manager, Employment Taxes Pensions

Beverage Production Specialist

Assistant Project Manager/ Project Manager (Water Sector)

Associate Risk Manager / Project Director

GPP - Practice Nurse – Chronic Disease Management - 250913

Associate Director Climate Resilience and Adaptation

Waiter/ess - SUSHISAMBA

Associate Director, Civil Engineer - Water Infrastructure

AI LLM Technology Architecture Associate Manager

Senior Paid Social Manager

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