Client associate Work, Jobs in Edinburgh, Edh (with Salaries)

Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Writing skills
Sales Associate (Part-Time) - Multrees Walk, Edinburgh
ALO —Edinburgh
- Part-time
Quick apply
12d
Customer Service Associate (Part-Time) R0198279 Dockside Edinburgh, United Kingdom Part time
Greystar —Edinburgh
- Part-time
- Microsoft Outlook
- Sales
- English
3d
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
Engagement Consultant (Scotland)
WSP —Edinburgh
- Part-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
- Flexitime
- Work from home
11d
Visual Lead - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Team management
- Recruiting
- Leadership
Quick apply
Consulting Associate
Biedrzycki Enterprise Consulting Ltd —Edinburgh
- £3,800 - £4,900 a month
- Full-time
- Writing skills
- Research
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
Sales Development Manager - Desk Based, Based anywhere in the UK
Ecolab Inc. —Edinburgh
- Overtime
- Remote
- Customer service
- English
- Hotel
3d
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Business development
- Contracts
- Annual leave
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
Operations Lead - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Recruiting
- Leadership
- Communication skills
Quick apply
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Organisational skills
- Communication skills
- Banking
- Annual leave
- Employee assistance programme
Part Time Receptionist - ONE SPA - 4 days per week
Marriott International, Inc —Edinburgh
- Part-time
- Sales
- English
- Hotel
- Referral programme
4d
Associate, Portfolio Coverage Team
Lloyds Banking Group —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Banking
10d
Full Time Spa Receptionist
Marriott International, Inc —Edinburgh
- Full-time
- Sales
- English
- Hotel
- Referral programme
CTS Administrator & Sales Associate
SDC Lab —Edinburgh
- £26,500 - £28,000 a year
- Full-time
- Computer literacy
- Data entry
- Organisational skills
- Free parking
Quick apply
18h
Senior Analyst, Project Administration Support, Asset Pricing Team, Audit and Assurance – 12 month FTC
Deloitte —Edinburgh
- Hybrid work
- No experience needed
- Communication skills
- Time management
Assistant Archive Associate
Charles River Laboratories —Tranent
- £26,113.14 a year
- Full-time
- Customer service
- Word processing
- Data entry
- Free parking
- Annual leave
10h
Banquet & Events Server - casual flexible hours
Marriott International, Inc —Edinburgh
- Part-time
- Bar
- English
- Hotel
- Flexible schedule
Groups & Events Administrator - 20hrs/week
Delta Hotels by Marriott Edinburgh —Edinburgh
- £13.54 an hour
- Full-time
- Customer service
- Hotel
- Guest services
- Employee assistance programme
- Employee discount
Quick apply
5d

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client associate jobs near edinburgh, edh

Client Services Associate (Graduate)

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent

Qualifications

Microsoft Word
Financial Conduct Authority guidelines
Microsoft Excel
Stakeholder liaison
Writing skills
Financial report writing
Filing
Internal department liaison
Microsoft Office Suite
Numeracy
Continuous improvement
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 associate jobs in edinburgh, edh

Client Services Associate (Graduate)

Sales Associate (Part-Time) - Multrees Walk, Edinburgh

Customer Service Associate (Part-Time) R0198279 Dockside Edinburgh, United Kingdom Part time

Client Services Associate

Engagement Consultant (Scotland)

Visual Lead - Multrees Walk, Edinburgh

Consulting Associate

Sales Development Manager - Desk Based, Based anywhere in the UK

Renewable Energy Development Advisor - Associate

Junior Investment Associate

Operations Lead - Multrees Walk, Edinburgh

Assistant Banking Manager, Edinburgh

Part Time Receptionist - ONE SPA - 4 days per week

Associate, Portfolio Coverage Team

Full Time Spa Receptionist

CTS Administrator & Sales Associate

Senior Analyst, Project Administration Support, Asset Pricing Team, Audit and Assurance – 12 month FTC

Assistant Archive Associate

Banquet & Events Server - casual flexible hours

Groups & Events Administrator - 20hrs/week

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