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

Client Services Associate
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Sales Associate
Coach —White City
- £30,160 - £32,000 a year
- Part-time
- Sales
- Social media management
- English
- Employee discount
3d
Accounts Payable Associate
Zapp —London
- Full-time
- Microsoft Excel
- Bachelor's degree
- Organisational skills
- Sick pay
2d
Associate, Deal Analyst
Checkout.com —London
- Full-time
- Hybrid work
- Sales
- Salesforce
- English
Quick apply
3d
Product Guide (Sales Associate) - Part Time | Battersea (m/f/d)
Arc'teryx —London
- Part-time
- English
- Employee discount
NEW JOB *** Customer Service Associate
Wintermann Search —London
- Call to connect
- Microsoft Office
- Business development
- Bachelor's degree
SALES ASSISTANT (12 Hours Fix-Term, Battersea Power St)
Mango —nine elms
- 12 hour shift
- Sales
- Employee assistance programme
- Employee discount
9d
Product Guide (Sales Associate) - Full Time (m/f/d) | Covent Garden
Arc'teryx —London
- Full-time
- English
- Employee discount
Retail Associate/Cashier
NISA LOCAL —Upminster
- Up to £12.75 an hour
- Part-time
- Bilingual
- Customer service
- Basic maths
Quick apply
3d
Administrative Assistant, London
Bank of America —London
- Overtime
- Microsoft Powerpoint
- Microsoft Outlook
- Administrative experience
- Employee assistance programme
21h
MULTIFUNCTIONAL SALES ASSOCIATE (30 hours, Fixed term, Watford Intu SC)
Mango —Watford
- Part-time
- Sales
- Employee assistance programme
- Employee discount
10d
Accounts Payable Associate
Ryan Specialty —London
- Full-time
- Bachelor's degree
- Accounting
- Business
14d
MULTIFUNCTIONAL SALES ASSOCIATE (40 Hours Fix-Term, Battersea Power St)
Mango —nine elms
- Weekend availability
- Sales
- Employee assistance programme
- Employee discount
9d
Guest Experience Expert Guest Service Associate Grosvenor Square
Marriott International, Inc —London
- Full-time
- Bar
- Hotel
- Guest services
- Employee discount
2d
Institutional Sales Associate
Blockchain.com —London
- Full-time
- Remote
- Sales
- Business development
Quick apply
8d
Associate - Custody Business Operations
Bank of China —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
7d
Accounts Associate
UHY Hacker Young —London
- Full-time
- Hybrid work
- Accounting
- QuickBooks
- Employee discount
- Gym membership
Loan Agency Transaction Management - Associate
Mizuho —London
- Hybrid work
- Communication skills
- Annual leave
2d
Associate - Industrial & Logistics
JAA-Jones Lang LaSalle Limited —London
- Full-time
- Microsoft Office
- Bachelor's degree
- In-person
Quick apply
Shipping and Printing Associate
Mail Boxes Etc. Weybridge —Weybridge
- From £13 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
3d

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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 finchley, gtl

Client Services Associate

Sales Associate

Accounts Payable Associate

Associate, Deal Analyst

Product Guide (Sales Associate) - Part Time | Battersea (m/f/d)

NEW JOB *** Customer Service Associate

SALES ASSISTANT (12 Hours Fix-Term, Battersea Power St)

Product Guide (Sales Associate) - Full Time (m/f/d) | Covent Garden

Retail Associate/Cashier

Administrative Assistant, London

MULTIFUNCTIONAL SALES ASSOCIATE (30 hours, Fixed term, Watford Intu SC)

Accounts Payable Associate

MULTIFUNCTIONAL SALES ASSOCIATE (40 Hours Fix-Term, Battersea Power St)

Guest Experience Expert Guest Service Associate Grosvenor Square

Institutional Sales Associate

Associate - Custody Business Operations

Accounts Associate

Loan Agency Transaction Management - Associate

Associate - Industrial & Logistics

Shipping and Printing Associate

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