Associate manager Work, Jobs in Gorebridge, Mln (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
Sales Associate
Kate Spade —Edinburgh
- £26,325 - £28,000 a year
- Part-time
- Customer service
- English
- Employee discount
ONE SPA Membership Executive
Marriott International, Inc —Edinburgh
- Full-time
- Organisational skills
- Training & development
- Communication skills
12d
Front Office Manager
Marriott International, Inc —Edinburgh
- £37,850 a year
- Full-time
- Hotel
- Team management
- Front desk
- Employee discount
- Referral programme
7d
Consulting Associate- Contaminated Land and Remediation (Entry Level)
ERM Group —Edinburgh
- Full-time
- Data analysis skills
- Travel
- In-person
Sales Associate - Temporary Positions
Belstaff —Livingston
Quick apply
5d
Paraplanner
Seven Investment Management —Edinburgh
- Microsoft Word
- Writing skills
- Continuous improvement
Seasonal Sales Associate - Edinburgh
Monica Vinader —Edinburgh
- Customer service
- Travel
Quick apply
5d
Portfolio Director
Schroders —Edinburgh
- Full-time
- Business development
- Leadership
Sales Associate (Full-Time) - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
Quick apply
Operations Associate (Full-Time) - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Customer service
Quick apply
Associate Hydrologist
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Business development
Night Auditor - Part Time
Delta Hotels by Marriott Edinburgh —Edinburgh
- £13.65 an hour
- Part-time
- Hotel
- Employee assistance programme
- Employee discount
Quick apply
Ecological Compliance and Consents Lead
AECOM —Edinburgh
- Full-time
- Hybrid work
- Business development
4d
Associate Director - Mechanical
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Mentoring
- Training & development
Senior Service Specialist
Ecolab Inc. —West Lothian
- Up to £30,000 a year
- Overtime
- Nursing home
- Training & development
- Paid training
10d
Data Architecture Manager
Accenture —Edinburgh
- Full-time
- AI
- Communication skills
Store Associate (23617)
Barnardo's —Dunfermline
- £13.45 an hour
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
11d
Associate, Private Credit Portfolio Analytics & Reporting, PFS - Edinburgh
BlackRock Investments —Edinburgh
- Hybrid work
- Bachelor's degree
- Organisational skills
- In-person
- Work from home
- Life insurance

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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

associate manager jobs in gorebridge, mln

Client Services Associate

Junior Investment Associate

Sales Associate

ONE SPA Membership Executive

Front Office Manager

Consulting Associate- Contaminated Land and Remediation (Entry Level)

Sales Associate - Temporary Positions

Paraplanner

Seasonal Sales Associate - Edinburgh

Portfolio Director

Sales Associate (Full-Time) - Multrees Walk, Edinburgh

Operations Associate (Full-Time) - Multrees Walk, Edinburgh

Associate Hydrologist

Night Auditor - Part Time

Ecological Compliance and Consents Lead

Associate Director - Mechanical

Senior Service Specialist

Data Architecture Manager

Store Associate (23617)

Associate, Private Credit Portfolio Analytics & Reporting, PFS - Edinburgh

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