Client services Work, Jobs in Almond, Edh (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
Executive Administration Assistant
triSaaS (Enhance) —Edinburgh
- Part-time
- Microsoft Office
- Hotel
- SharePoint
- Free parking
- Sick pay
Quick apply
Client Services Coordinator
Change Waste Recycling Ltd —Edinburgh
- £26,228 a year
- Full-time
- Customer service
- English
- Organisational skills
- Annual leave
Quick apply
Records Assistant
Williams Lea —Edinburgh
- £26,220 a year
- Full-time
- Microsoft Office
- In-person
- Communication skills
- Referral programme
Client Service - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- Bachelor's degree
- In-person
- Work from home
Client Partner
ClearSky Logic —Edinburgh
- Up to £45,000 a year
- Full-time
- Hybrid work
- English
- Business development
- Project management
Quick apply
Administrator - Private Client - Edinburgh
Anderson Strathern —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- IT
Travel Consultant
Trailfinders —Edinburgh
- £44,000 - £49,000 a year
- Sales
Business Support Assistant, Edinburgh
Hampden Bank —Edinburgh
- Full-time
- Computer literacy
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
5d
Client Care Advisor
IVC —Edinburgh
- Up to £26,528.31 a year
- Part-time
- Customer service
- Annual leave
- Employee discount
1d
Client Experience Assistant
Turcan Connell —Edinburgh
- Part-time
- Customer service
- Communication skills
11d
Office Administrator / Tele sales
Heat Electric Scotland —Dunfermline
- £13.00 - £13.25 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
8d
GUCCI Client Advisor
Gucci —Edinburgh
- Weekend availability
- Sales
- English
5d
Support Administrator
Lane Clark & Peacock —Edinburgh
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Annual leave
- Employee discount
10d
Trainee Project Manager
Specialized Signs Ltd —Newbridge
- £25,000 - £30,000 a year
- Full-time
- Management
- English
- Project management
Quick apply
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
1d
Trainee Debt Recovery Finance Administrator (Edinburgh or Glasgow)
Morton Fraser MacRoberts LLP —Edinburgh
- £24,500 - £26,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Organisational skills
- Employee discount
- Life insurance
Quick apply
4d
Junior Operations Manager
CROSSFIELDS LIMITED —Edinburgh
- £28,000 - £33,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
- Free parking
Quick apply
9d
Customer Executive
Computacenter —Edinburgh
- Sales
- Organisational skills
- Communication skills

I want to receive the latest job alerts for client services in almond, edh

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

Explore jobs in more locations

client services jobs near almond, edh

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 almond, edh

Client Services Associate

Client Services Consultant

Executive Administration Assistant

Client Services Coordinator

Records Assistant

Client Service - Associate

Client Partner

Administrator - Private Client - Edinburgh

Travel Consultant

Business Support Assistant, Edinburgh

Client Care Advisor

Client Experience Assistant

Office Administrator / Tele sales

GUCCI Client Advisor

Support Administrator

Trainee Project Manager

Part-time Sales Assistant

Trainee Debt Recovery Finance Administrator (Edinburgh or Glasgow)

Junior Operations Manager

Customer Executive

I want to receive the latest job alerts for client services in almond, edh

Related Searches

Explore jobs in more locations

About The Role

About You

About Us

Jobseeker tools

Employer Tools

Browse

Stay Connected