Client services associate Work, Jobs in Kelty, Fif (with Salaries)

Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Executive Administration Assistant
triSaaS (Enhance) —Edinburgh
- Part-time
- Microsoft Office
- Hotel
- SharePoint
- Free parking
- Sick pay
Quick apply
6d
Middle Office Strategic Onboarding & Implementation Associate
Standard Life —Edinburgh
- From £41,800 a year
- Hybrid work
- SQL
- Travel
- Organisational skills
Associate Scientist 2 - 12 Month FTC
Merck KGaA —Stirling
- Computer literacy
- Laboratory experience
8d
Transfer Agency UK, Associate 2
State Street —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Sales Associate
Belstaff —Livingston
Quick apply
2d
Temporary Sales Associate 16 hours
Coach —Edinburgh
- Part-time
- Sales
- Social media management
- English
- Employee discount
Retail Sales Associate (part-time)
Canada Goose UK Retail Limited —Edinburgh
- Part-time
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
Specimen Management Associate
IQVIA —Livingston
- Full-time
- Warehouse experience
- Computer skills
Renewable Energy Development Advisor - Associate
Savills —Edinburgh
- Full-time
- Remote
- Negotiation
- Annual leave
Customer Service Associate
UPS —Edinburgh
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Microsoft Access
12d
Assistant Archive Associate I
Charles River Laboratories —Tranent
- £25,352.56 a year
- Full-time
- Sales
- Customer service
- Word processing
5d
Wealth Administrator - 18 month FTC
Royal Bank of Canada —Edinburgh
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
Data Services Actuary (Associate Consultant/Consultant)
Lane Clark & Peacock —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Annual leave
- Employee discount
Implementation Associate
Clearwater Analytics, Ltd. —Edinburgh
- Microsoft Excel
- Microsoft Office
- SQL
Quick apply
14d
Scientific Associate 1
Charles River Laboratories —Tranent
- £27,951.22 a year
- Full-time
- Sales
- Laboratory experience
- Microsoft Office
6d
Service Delivery and Contracts Lead (Associate/Partner) - Perth or Inverness
Bidwells —Perth
- Full-time
- Team management
- Leadership
- Employee discount
Graduate Programme, Audit - Edinburgh (Sept 2026)
SW Group —Edinburgh
- Full-time
- Tax experience
Quick apply
Consultancy Associate
University of Edinburgh —Edinburgh
- Full-time
- Contracts
- Communication skills
- Negotiation
- Annual leave
Retail Salesperson
David Drummond's Sewing Machine —Edinburgh
- £15 an hour
- Part-time
- Sales
- Customer service
- Merchandising
- Store discount
- Employee discount
Quick apply

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client services associate jobs near kelty, 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 kelty, fif

Client Services Associate

Executive Administration Assistant

Middle Office Strategic Onboarding & Implementation Associate

Associate Scientist 2 - 12 Month FTC

Transfer Agency UK, Associate 2

Sales Associate

Temporary Sales Associate 16 hours

Retail Sales Associate (part-time)

Specimen Management Associate

Renewable Energy Development Advisor - Associate

Customer Service Associate

Assistant Archive Associate I

Wealth Administrator - 18 month FTC

Data Services Actuary (Associate Consultant/Consultant)

Implementation Associate

Scientific Associate 1

Service Delivery and Contracts Lead (Associate/Partner) - Perth or Inverness

Graduate Programme, Audit - Edinburgh (Sept 2026)

Consultancy Associate

Retail Salesperson

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