Associate manager Work, Jobs in Humbie, Eln (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Associate Project Manager
Turner & Townsend —Edinburgh
- Full-time
- Civil engineering
- Engineering
- Project management
Quick apply
Anthropologie Service and Selling Manager - Edinburgh, Scotland
Anthropologie —Edinburgh
- Full-time
- Sales
- Team management
- Leadership
- Annual leave
- Employee assistance programme
Senior Paid Social Manager
Soar With Us —Edinburgh
- £45,000 - £52,000 a year
- Full-time
- Remote
- Project management
- Mentoring
- Organisational skills
- Annual leave
- Life insurance
Quick apply
10d
Assistant Banking Manager, Edinburgh
Hampden Bank —Edinburgh
- Microsoft Office
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
4d
Paid Social Manager
Soar With Us —Edinburgh
- £40,000 - £45,000 a year
- Full-time
- Remote
- Communication skills
- Annual leave
- Life insurance
Quick apply
10d
Project Manager
Hollis —Edinburgh
- Call to connect
- Hybrid work
- Project management
- Flexible schedule
4d
Data Management Associate Manager
Accenture —Edinburgh
- Full-time
13d
250388 (LI) Depute Associate Director
NHS Scotland —Lothian
- £76,888 - £82,251 a year
- Part-time
- Leadership
- Communication skills
- Annual leave
- Sick pay
Goods Receiver
Marriott International, Inc —Edinburgh
- Full-time
- Bar
- Hotel
- Communication skills
- Employee discount
7d
Operations Lead - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Sales
- Leadership
- Communication skills
Quick apply
10d
Receptionist
ISS Facility Services —Edinburgh
- £14.80 an hour
- Monday to Friday
1d
Practice Manager
Clyde Munro Dental Group —Balerno
- Full-time
- Microsoft Excel
- Management
- Microsoft Office
- Employee assistance programme
- Referral programme
Quick apply
13d
Performance and Growth Manager
Soar With Us —Edinburgh
- £52,000 - £62,000 a year
- Full-time
- Remote
- Leadership
- Marketing
- Annual leave
- Life insurance
Quick apply
7h
Visual Lead - Multrees Walk, Edinburgh
ALO —Edinburgh
- Weekend availability
- Sales
- Leadership
- Communication skills
Quick apply
10d
Associate
BlackRock Investments —Edinburgh
- Full-time
- Hybrid work
- Computer Science
- Engineering
- Java
- Work from home
Assistant Manager - Actuarial Life
KPMG —Edinburgh
- Full-time
- Remote
- Management
- Communication skills
- Flexible schedule
7d
Growth Executive
Soar With Us —Edinburgh
- £52,000 - £62,000 a year
- Full-time
- Remote
- Leadership
- Marketing
- Annual leave
- Life insurance
Quick apply
10d
Consulting Associate- Contaminated Land and Remediation (Entry Level)
ERM Group —Edinburgh
- Full-time
- Travel
- In-person
- Communication skills
5d
Associate Project Manager – Civil Infrastructure & Utilities
WSP —West Lothian
- Part-time
- Hybrid work
- PMP
- Communication skills
- Flexitime
- Work from home

I want to receive the latest job alerts for associate manager in humbie, eln

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

About Us

Not Specified

Apply Now

Refine Your Search

associate manager jobs in humbie, eln

Client Services Associate

Associate Project Manager

Anthropologie Service and Selling Manager - Edinburgh, Scotland

Senior Paid Social Manager

Assistant Banking Manager, Edinburgh

Paid Social Manager

Project Manager

Data Management Associate Manager

250388 (LI) Depute Associate Director

Goods Receiver

Operations Lead - Multrees Walk, Edinburgh

Receptionist

Practice Manager

Performance and Growth Manager

Visual Lead - Multrees Walk, Edinburgh

Associate

Assistant Manager - Actuarial Life

Growth Executive

Consulting Associate- Contaminated Land and Remediation (Entry Level)

Associate Project Manager – Civil Infrastructure & Utilities

I want to receive the latest job alerts for associate manager in humbie, eln

Related Searches

Explore jobs in more locations

About The Role

About You

About Us

Jobseeker tools

Employer Tools

Browse

Stay Connected