client services associate Work, Jobs in acton, gtl (with Salaries)

Client Services Associate
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
ESG Assurance Associate/ Assessor
ERM Group —London
- Full-time
- Microsoft Excel
- Engineering
- Analysis skills
Associate Client Services Officer
Corpay —London
- Full-time
- Communication skills
- Time management
- Life insurance
Partnerships Associate
Juno —London
- £28,000 a year
- Full-time
Quick apply
Client Services Associate
Meredith Brown Associates —London
- Call to connect
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
5d
Client Services Account Handler/ Technician (Associate)
Oneglobal —London
- Hybrid work
- Microsoft Excel
- Communication skills
10d
Client Response Associate
BTS —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Business development
- Project management
Client Service Associate
Manulife —London
- £76,275 - £137,295 a year
- Full-time
- Annual leave
- Life insurance
Client Delivery Associate
NewtonX —London
- £50,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Leadership
- Annual leave
8d
Associate, Client Services (2027 Start)
Third Bridge —London
- £40,000 - £68,000 a year
- Sales
- Computer networking
- Leadership
Client Relations Associate
Puma Capital Group —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Client Development Associate (Retail Media)
Epsilon —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Presentation skills
Careers Consultant (0.6 FTE/3 days a week)
University of London —University of London
- £41,740 - £43,957 a year
- Part-time
- University
- In-person
11d
Counter Associate - 'The Ordinary' - John Lewis, Oxford Street
DECIEM —London
- Part-time
- Customer service
- Communication skills
- Time management
- Annual leave
- Employee assistance programme
Sales Associate
Juno —London
- £25,000 a year
- Full-time
- Sales
- Communication skills
Quick apply
Client Services Associate
RH —London
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Associate, Client Services - Nordic Languages Speaker (2027 Start)
Third Bridge —London
- £40,000 - £68,000 a year
- Sales
- Computer networking
- Leadership
Associate, Client Services - Nordic Languages Speaker
Third Bridge —London
- £40,000 - £68,000 a year
- Sales
- Computer networking
- Leadership
Associate
JLL —London
- Microsoft Excel
4d
Client Success Associate at United-Media
United Media —London
- CRM software
- Master's degree
- Project management

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Client Services Associate

7IM -
London

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

Apply Now

Refine Your Search

client services associate jobs in acton, gtl

Client Services Associate

ESG Assurance Associate/ Assessor

Associate Client Services Officer

Partnerships Associate

Client Services Associate

Client Services Account Handler/ Technician (Associate)

Client Response Associate

Client Service Associate

Client Delivery Associate

Associate, Client Services (2027 Start)

Client Relations Associate

Client Development Associate (Retail Media)

Careers Consultant (0.6 FTE/3 days a week)

Counter Associate - 'The Ordinary' - John Lewis, Oxford Street

Sales Associate

Client Services Associate

Associate, Client Services - Nordic Languages Speaker (2027 Start)

Associate, Client Services - Nordic Languages Speaker

Associate

Client Success Associate at United-Media

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