Operations associate Work, Jobs in Bo'ness, Fal (with Salaries)

Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Microsoft Office
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
Join the Growing Cyber Security Practice at Methods
Methods Business and Digital Technology —Edinburgh
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
14d
Pensions Associate
Gallagher Benefit Services —Edinburgh
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Product Development and Implementation Senior Associate
Franklin Templeton Investments —Edinburgh
- Full-time
- Microsoft Office
- Bachelor's degree
- No degree
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Negotiation
- Annual leave
Sales Associate
Cambridge Satchel —Edinburgh
- £12.76 an hour
- Part-time
- Sales
- Customer service
- Merchandising
- Store discount
- Employee discount
Quick apply
Cyber Security Data Operations Engineer - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Public speaking
- SQL
- Project management
- Work from home
Associate Director, Operations Transformation, Airline Industry, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- IT
- AI
2d
PLOS Medicine Associate Editor- 12 Month FTC
Public Library of Science —Edinburgh
- £35,000 - £47,000 a year
- Remote
- Doctoral degree
- Communication skills
Learning Manager
Amazon UK Services Ltd. —Dunfermline
- Full-time
- Project management
- Bachelor's degree
- Psychology
11d
Team Member (Delivery)
NEXT —Falkirk
- £8.28 - £12.71 an hour
- Part-time
- Employee discount
Stock Lead - St. James Quarter, Hollister
Hollister —Edinburgh
- Weekend availability
- Management
- Supervising experience
- Travel
- Store discount
- Employee discount
11d
Front of House Staff
OKOME Bathgate —Bathgate
- From £12.71 an hour
- Weekend availability
- Hospitality
- Culinary experience
- Customer service
Quick apply
Associate Director, ER&I (Energy, Resourcing and Industrials incl. Construction), Operations Industry & Domain Solutions, Engineering AI & Data, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Management
- Master's degree
- Business development
Customer Service Quality Control & Performance Coach
JPMorganChase —Edinburgh
- Full-time
- Salesforce
- Analysis skills
- Communication skills
Independent Aftermarket (IAM) Technical Trainer
Bosch Group —Holytown
- Full-time
- Travel
- Business
- Automotive diagnostics
- Free parking
- Employee assistance programme
Quick apply
Associate Director, Operational Finance, GBS - Finance Transformation
Deloitte —Edinburgh
- Hybrid work
- Oracle
- Sales
- Project management
Associate Town Planner
Tetra Tech —Edinburgh
- Hybrid work
- Travel
- Organisational skills
- Leadership

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Client Services Associate (Graduate)

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

operations associate jobs in bo'ness, fal

Client Services Associate (Graduate)

Assistant Banking Manager, Edinburgh

Join the Growing Cyber Security Practice at Methods

Client Services Associate

Pensions Associate

Product Development and Implementation Senior Associate

Renewable Energy Development Advisor - Associate

Sales Associate

Cyber Security Data Operations Engineer - Associate

Associate Director, Operations Transformation, Airline Industry, Operations Industry & Domain Solutions, Technology & Transformation

PLOS Medicine Associate Editor- 12 Month FTC

Learning Manager

Team Member (Delivery)

Stock Lead - St. James Quarter, Hollister

Front of House Staff

Associate Director, ER&I (Energy, Resourcing and Industrials incl. Construction), Operations Industry & Domain Solutions, Engineering AI & Data, Technology & Transformation

Customer Service Quality Control & Performance Coach

Independent Aftermarket (IAM) Technical Trainer

Associate Director, Operational Finance, GBS - Finance Transformation

Associate Town Planner

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