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

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Client Services Coordinator
triSaaS (Hygenisys) —Edinburgh
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
21h
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Microsoft Office
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
Senior Analyst, Project Administration Support, Asset Pricing Team, Audit and Assurance – 12 month FTC
Deloitte —Edinburgh
- Hybrid work
- Microsoft Excel
- No experience needed
- Communication skills
13d
Legal Administrator
Rae McCabe Associates —Edinburgh
- £28,000 - £33,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Travel
Quick apply
4d
Human Resources Business Partner (9 month FTC)
Charles River Laboratories —Tranent
- £35,000 - £45,000 a year
- Full-time
- Sales
- Administrative experience
- Analysis skills
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Negotiation
- Annual leave
Customer Service Quality Control & Performance Coach
JPMorganChase —Edinburgh
- Full-time
- Salesforce
- Analysis skills
- Communication skills
Associate Post Transaction Consultant
Hymans Robertson LLP —Edinburgh
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- Communication skills
Quick apply
Product Development and Implementation Senior Associate
Franklin Templeton Investments —Edinburgh
- Full-time
- Microsoft Office
- Bachelor's degree
- No degree
Conference and Banqueting Associate
Dalmahoy Hotel & Country Club —Edinburgh
- £12.71 an hour
- Full-time
- Hospitality
- Hotel
- Communication skills
- Employee discount
- Flexible schedule
Quick apply
6d
CRA 2 - Single Sponsor Dedicated
IQVIA —Livingston
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Principal Pensions Associate
Gallagher Benefit Services —Edinburgh
- Microsoft Office
- Analysis skills
- Mentoring
- Employee stock purchase plan
- Life insurance
Scientific Associate, Chromatographic Bioanalysis
Charles River Laboratories —Tranent
- £27,951.22 a year
- Full-time
- Sales
- Bachelor's degree
- Free parking
- Employee discount
Cyber Security Data Operations Engineer - Associate
BlackRock Investments —Edinburgh
- Hybrid work
- Public speaking
- SQL
- Project management
- Work from home
Audit Senior Associate
Saffery —Edinburgh
- Full-time
- Hybrid work
- Accounting
- Mentoring
- Organisational skills
- Profit sharing
- Annual leave
Manager, Employment Taxes Pensions
Deloitte —Edinburgh
- Hybrid work
- English
- Tax experience
Principal / Associate/ Director Digital Consultant (Information Management)- UK Wide
Turner & Townsend —Edinburgh
- Full-time
- Hybrid work
- Bachelor's degree
- Travel
- SharePoint
Quick apply
6d
Associate Ornithologist
SLR Consulting —Edinburgh
- Full-time
- No degree
- Leadership
- Annual leave
- Employee assistance programme
Sales Associate, Multrees Walk, Edinburgh
Michael Kors —Edinburgh
- £26,000 - £33,500 a year
- Part-time

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client services associate jobs near edinburgh, edh

Client Services Associate

Seven Investment Management -
Edinburgh

Apply Now

Job details

Permanent

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Office
Numeracy
Financial services
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.

Responsibilities:

Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post-meeting documentation
Creating Statements of Suitability (SOS) for clients post meeting and ensuring the annual review process is completed in a timely manner
Help to input and process new business application forms, including GIA/ISA/SIPP,VCTS/EIS, Protection & Bonds, ensuring client accounts are set up correctly, including fee rates and account groups.
Set up fee estimations on Commpay and ensure timely processing of initial fees
Complete new business cases on the CRM system (Xplan), including advice events, ensuring the system is kept up to date
Maintain compliant advice files in Practice Management System (Xplan)
Be a second point of contact for clients to assist with queries and updates on transfers
Action dealing instructions directly from clients and the Advisers for ongoing placement including switches, rebalances, investing monies and raising funds
Process bond encashments and withdrawals
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, e.g., 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 essential
Minimum of 2-3 years’ experience in a Financial Services company
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
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
Working towards or completed 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 associate jobs in edinburgh, edh

Client Services Associate

Client Services Coordinator

Assistant Banking Manager, Edinburgh

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

Legal Administrator

Human Resources Business Partner (9 month FTC)

Renewable Energy Development Advisor - Associate

Customer Service Quality Control & Performance Coach

Associate Post Transaction Consultant

Product Development and Implementation Senior Associate

Conference and Banqueting Associate

CRA 2 - Single Sponsor Dedicated

Principal Pensions Associate

Scientific Associate, Chromatographic Bioanalysis

Cyber Security Data Operations Engineer - Associate

Audit Senior Associate

Manager, Employment Taxes Pensions

Principal / Associate/ Director Digital Consultant (Information Management)- UK Wide

Associate Ornithologist

Sales Associate, Multrees Walk, Edinburgh

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