client services associate Work, Jobs in dunfermline, fif (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Client Operations Senior Associate
JPMorganChase —Edinburgh
- Full-time
8d
Key Account Manager
Swagelok Scotland —Scotland
- From £45,000 a year
- Full-time
- Sales
- Driving
- Life insurance
Quick apply
7d
Client Service - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Analysis skills
- Bachelor's degree
- In-person
- Work from home
Financial Planning Administrator
The Progeny Group Limited —Edinburgh
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
12d
Fund Servicing Associate
JPMorganChase —Edinburgh
- Full-time
- Accounting
Research Associate - Upstream
Wood Mackenzie Limited —Edinburgh
- Microsoft Excel
- Engineering
- Data analysis skills
Quick apply
14d
Specimen Management Associate
IQVIA —Livingston
- Full-time
- Warehouse experience
- Computer skills
Retail Sales Associate (part-time)
Canada Goose UK Retail Limited —Edinburgh
- Part-time
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
Retail Salesperson
David Drummond's Sewing Machine —Edinburgh
- £15 an hour
- Part-time
- Sales
- Customer service
- Merchandising
- Store discount
- Employee discount
Quick apply
Consultancy Associate
University of Edinburgh —Edinburgh
- Full-time
- Contracts
- Communication skills
- Negotiation
8d
Estates Assistant
Cushman & Wakefield —Edinburgh
- Microsoft Outlook
- Customer service
- English
Quick apply
Customer Service Associate
UPS —Edinburgh
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
Pensions Associate
Gallagher Benefit Services —Edinburgh
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Part Time Spa Receptionist - 24 hours per week
Marriott International, Inc —Edinburgh
- Part-time
- English
- Hotel
- Hotel experience
- Referral programme
8d
Graduate Programme, Audit - Edinburgh (Sept 2026)
SW Group —Edinburgh
- Full-time
- Tax experience
Quick apply
Scientific Associate 1
Charles River Laboratories —Tranent
- £27,951.22 a year
- Full-time
- Sales
- Laboratory experience
- Bachelor's degree
9h
Implementation Associate
Clearwater Analytics, Ltd. —Edinburgh
- Microsoft Excel
- Microsoft Office
- SQL
Quick apply
7d
Business Development Associate
Buro Happold —Edinburgh
- Hybrid work
- Business development
- Analysis skills
- Organisational skills
- Employee assistance programme
- Employee discount
Transfer Agency UK, Associate 2
State Street —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
12d

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client services associate jobs near dunfermline, fif

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

Apply Now

Refine Your Search

client services associate jobs in dunfermline, fif

Client Services Associate

Client Operations Senior Associate

Key Account Manager

Client Service - Associate

Financial Planning Administrator

Fund Servicing Associate

Research Associate - Upstream

Specimen Management Associate

Retail Sales Associate (part-time)

Retail Salesperson

Consultancy Associate

Estates Assistant

Customer Service Associate

Pensions Associate

Part Time Spa Receptionist - 24 hours per week

Graduate Programme, Audit - Edinburgh (Sept 2026)

Scientific Associate 1

Implementation Associate

Business Development Associate

Transfer Agency UK, Associate 2

I want to receive the latest job alerts for client services associate in dunfermline, fif

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