Client services Work, Jobs in Edinburgh, Sct (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Client Services Consultant
Charles Stanley —Edinburgh
- Full-time
- Microsoft Outlook
- Communication skills
Travel Consultant
Trailfinders —Edinburgh
- £44,000 - £49,000 a year
- Sales
14d
Administrator - Private Client - Edinburgh
Anderson Strathern —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- IT
Client Service - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- Bachelor's degree
- In-person
- Work from home
GUCCI Client Advisor
Gucci —Edinburgh
- Weekend availability
- Sales
- English
4d
Corporate Receptionist
Mitie —Edinburgh
- £13.45 - £35.00 an hour
- Full-time
- Communication skills
- Employee discount
3d
Client Partner
ClearSky Logic —Edinburgh
- Up to £45,000 a year
- Full-time
- Hybrid work
- English
- Business development
- Project management
Quick apply
Records Assistant
Williams Lea —Edinburgh
- £26,220 a year
- Full-time
- Microsoft Office
- In-person
- Communication skills
- Referral programme
Client Services Coordinator
Change Waste Recycling Ltd —Edinburgh
- £26,228 a year
- Full-time
- Customer service
- English
- Organisational skills
- Annual leave
Quick apply
Business Management Trainee
Open Alliances Group Ltd —Edinburgh
- £28,000 - £32,000 a year
- Full-time
- Management
- No experience needed
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
Support Administrator
Lane Clark & Peacock —Edinburgh
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Annual leave
- Employee discount
9d
Payment Analyst, Edinburgh
Hampden Bank —Edinburgh
- Computer literacy
- Organisational skills
- Banking
- Annual leave
- Employee assistance programme
Independent Travel Agent
The Travel Experts —Edinburgh
- Part-time
- Remote
Quick apply
Administrative Assistant
St Andrew’s College Language Schools —Edinburgh
- £18 - £59 an hour
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Customer Service Advisor
JPMorganChase —Edinburgh
- Full-time
- Customer service
- Financial services
- Communication skills
Business Support Assistant, Edinburgh
Hampden Bank —Edinburgh
- Full-time
- Computer literacy
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
4d
Part-time Sales Assistant
Luxury Menswear Retailer —Edinburgh
- £12.71 - £13.50 an hour
- Temporary
- Microsoft Word
- Microsoft Outlook
- Sales
- Store discount
- Employee discount
Quick apply
16h
Client Experience Assistant
Turcan Connell —Edinburgh
- Part-time
- Customer service
- Communication skills
10d
Casual Kiosk Assistant
Elior UK —Edinburgh
- £12.71 an hour
- Part-time
- Communication skills
- Flexible schedule
Quick apply

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client services jobs near edinburgh, sct

Client Services Associate

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Office
Numeracy
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.
This role is suitable for those looking for their first professional opportunity after school or university.

Responsibilities:

Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals
Monitoring cash reconciliations and outstanding fees
Processing and monitoring transfers in and out, liaising with clients and colleagues
You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated
Producing reports including valuations, performance summaries and transaction statements
Support wider team with processing new business application forms
Processing accounts closures and deceased client cases and ensure timely completion of such cases
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 eg 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 desired
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
Suitable for school leavers or graduates
Working towards 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 jobs in edinburgh, sct

Client Services Associate

Client Services Consultant

Travel Consultant

Administrator - Private Client - Edinburgh

Client Service - Associate

GUCCI Client Advisor

Corporate Receptionist

Client Partner

Records Assistant

Client Services Coordinator

Business Management Trainee

Support Administrator

Payment Analyst, Edinburgh

Independent Travel Agent

Administrative Assistant

Customer Service Advisor

Business Support Assistant, Edinburgh

Part-time Sales Assistant

Client Experience Assistant

Casual Kiosk Assistant

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