Transaction processing associate Work, Jobs in Belgravia, Gtl (with Salaries)

Client Services Associate
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Customer Experience Associate
KITH —London
- £14.42 an hour
- Part-time
- Customer service
- Communication skills
- Retail sales
Associate - Retail Lease Advisory
JAA-Jones Lang LaSalle Limited —London
- Full-time
- Microsoft Excel
- Microsoft Office
- Business development
Quick apply
8d
Loan Agency Transaction Management - Associate
Mizuho —London
- Hybrid work
- Communication skills
- Annual leave
Associate, Central Services Team
Royal Bank of Canada —London
- Full-time
- IT
- Financial services
- Banking
10d
Accounts Payable Associate
Zapp —London
- Full-time
- Microsoft Excel
- Bachelor's degree
- Organisational skills
- Sick pay
Client Service Executive - Private Bank
Deutsche Bank —London
- Full-time
- Hybrid work
- Microsoft Excel
- Bachelor's degree
- No degree
- Employee discount
Accounts Payable Associate
Ryan Specialty —London
- Full-time
- Bachelor's degree
- Accounting
- Business
Associate - Industrial & Logistics
JAA-Jones Lang LaSalle Limited —London
- Full-time
- Microsoft Office
- Bachelor's degree
- In-person
Quick apply
Global Banking & Markets- IB Operation Analyst/Associate- London
Goldman Sachs —London
- Full-time
- Communication skills
- Employee assistance programme
14d
Sales Associate
Coach —White City
- Weekend availability
- Sales
- Social media management
- English
- Employee discount
Associate, Deal Analyst
Checkout.com —London
- Full-time
- Hybrid work
- Sales
- Salesforce
- English
Quick apply
Accounts Associate
UHY Hacker Young —London
- Full-time
- Hybrid work
- Accounting
- QuickBooks
- Employee discount
- Gym membership
Group Strategy & Corporate Development Associate
Starling —London
- Hybrid work
- Microsoft Powerpoint
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
Administrative Assistant, London
Bank of America —London
- Overtime
- Microsoft Powerpoint
- Microsoft Outlook
- Administrative experience
- Employee assistance programme
Associate, Treasury
Pantheon Ventures Careers —London
- SQL
- Python
Asset & Wealth Management, Investment Risk – Alternatives, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Excel
- SQL
- Bachelor's degree
- Employee assistance programme
Associate Director, Finance Operations
London Business School —London
- Management
- Communication skills
- School
- Annual leave
- Gym membership
Quick apply
9d
Global Sales Operations Associate
Corpay —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Life insurance
Quick apply
Asset Experience Associate
NAA-Jones Lang LaSalle Resources —London
- Full-time
- Sales
- Maintenance
- In-person
Quick apply
8d

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transaction processing associate jobs near belgravia, gtl

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

transaction processing associate jobs in belgravia, gtl

Client Services Associate

Customer Experience Associate

Associate - Retail Lease Advisory

Loan Agency Transaction Management - Associate

Associate, Central Services Team

Accounts Payable Associate

Client Service Executive - Private Bank

Accounts Payable Associate

Associate - Industrial & Logistics

Global Banking & Markets- IB Operation Analyst/Associate- London

Sales Associate

Associate, Deal Analyst

Accounts Associate

Group Strategy & Corporate Development Associate

Administrative Assistant, London

Associate, Treasury

Asset & Wealth Management, Investment Risk – Alternatives, Associate, London

Associate Director, Finance Operations

Global Sales Operations Associate

Asset Experience Associate

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